What to Expect
Process | Fees | Your Experience
In partnering together, your needs and goals are at the core of every step. Since I am a fee-based fiduciary, I do not answer to a third party or rush the process to receive a commission. I do not work for commission and instead have transparent fees that are tailored to your needs. Every phase of our work together is centered around you and collaborating on what you hope to achieve.
Step 1: Phone Call
We’ll first have a brief phone call to get to know one another and make sure HWM is a good fit to match your situation.
Step 2: Discovery Meeting
This meeting is designed to better understand your circumstances and discuss your goals and concerns. You’ll be able to ask any questions you have about my approach, and I’ll share more about how I can help. After we meet, I will send you a quote for a project-based engagement that spells out what we will cover.
Step 3: Initial Financial Plan
After exploring your goals and some data gathering, we’ll sit down together to analyze your cash flows, taxes and investments. I’ll offer recommendations regarding areas in which I see blind spots and areas to be improved upon.
Step 4: Ongoing Financial Advice
Long-term relationships enable me to best serve you as things change in your life, and your plan calls for adjustments. If you are happy with the services I’ve provided, I’ll quote you for ongoing services, and we’ll start the paperwork to onboard you as a long-term client.