1. Initial Consultation and Data Gathering
The
initial consultation is free. During this twenty-to-thirty
minute meeting, we will introduce ourselves and discuss what
you can expect from HFH Planning, giving you an opportunity
to discover if your needs will be satisfied by our approach. We
will present a list
of documents to bring to the next meeting to start
the process of creating your personal financial plan.
2. Identification of Issues
A thorough interview
to identify pertinent issues and establish short and long-term
financial goals. We
emphasize a holistic approach to your financial situation:
your values, attitudes, expectations, and risk tolerance.
3. Goal Setting
Few of us have ever sat down and
truly clarified our goals. During
this process we assist you in defining, refining, and prioritizing
your ideas into realistic concrete goals.
4. Examination of Alternatives
After the meeting
we analyze your data. We then present
viable alternatives to you. We discuss the pros and cons
of each plan of action. You will be able to make an
informed decision about your financial future.
5. Implementation
We will work with you to ensure
that the plan is executed effectively. This may be
accomplished exclusively through HFH Planning, or in combination
with you and your existing professional team.
6. Review/Revision
A quarterly report detailing
the results of your individual holdings, comparing them to
relevant benchmarks, is submitted to you. We will suggest
and implement changes to your portfolio due to performance,
shifts in goals, or life events.
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