A Convenient Approach
We’re fortunate to serve individuals and families in our local and surrounding communities. While we enjoy meeting our clients in person, we can accommodate clients who prefer the convenience of meeting virtually as needed.
Throughout our process, whether in person or online, we’re focused on discovering your personal goals and working collaboratively with you.
Our 6-Step Process
We’ve outlined our process below. During each step, we focus on discovering and prioritizing your financial goals and working collaboratively with you to build a clear path forward. Should you have any questions at any point, we’re here to help.
We’ll determine if our services match your situation throughout the course of an initial 15-minute phone consultation.
We'll request the information necessary to understand your current financial situation, define your goals more specifically, and identify any potential hurdles to overcome.
We’ll thoroughly compare your current situation and the goals we’ve outlined together in order to answer your questions. Can you afford to retire? Are you paying too much in taxes? How can your portfolio be improved? Can we minimize threats to your goals?
We’ll present you with our recommendations, walking you through potential scenarios and specific changes to set you on track towards your goals. We’ll also outline our service commitment and any associated costs.
Once we’ve made any necessary plan revisions and are confident in the path we’ve laid out, you’ll have the information you need to make a decision. We will set a meeting within two weeks of the professional analysis to discuss our partnership, but you are welcome to take as much as needed to decide if you’d like to join the HWM family. We're grateful for the opportunity to guide our clients throughout their financial journey, but we understand the importance of ensuring a proper fit when it comes to your financial future.
Once we have agreed to a working relationship, we’ll discuss your plan in detail and prioritize our action items to focus on the highest impact steps first. We’ll get you set up as a HWM client, create accounts that will help you throughout the process, and schedule your 60-day follow-up.
