We find most clients initiate a financial planning engagement because they have questions about preparing for the future or in anticipation of an upcoming life event. The HFS Wealth Management financial planning program creates a forum to consider the issues at hand. We take a comprehensive view of your financial life and work to provide solutions that will address long-term needs while being sensitive to near-term circumstances.
Your success is our success.
Financial planning is not a one-time event but rather an ongoing process. We consider your financial plan to be a living strategy that reflects needs, priorities and goals over time and as they change and evolve. We employ sophisticated technology to help organize your financial world, track your progress and adjust strategies along the way. Ultimately, your success is our success.
Our financial planning service includes a review of the following:
Financial Planning Process
Because we view financial planning as an ongoing project, we want to establish a lasting relationship that will provide continuity to the planning engagement. The foundation of our financial planning process is a collaborative rapport with our clients that provides for the free exchange of ideas and beliefs. You can expect the following from a financial planning relationship with us.