The Process
Whether you're approaching retirement, looking to start a family and buy a new home, or just trying to figure out how to pay down debt so you can save more or your hard earned money, the process is relatively the same
Discovery
- Finding out about your financial situation is imperative to helping you achieve whatever goals you have your sights set on
- Gathering your pertinent financial data, about both assets and liabilities is crucial for our advisors to get a full understanding of your financial picture
- Determining a person's risk tolerance is necessary to develop a plan that's built around their expectations and concerns
- Talking about the future is often difficult for most people, but necessary to help get you on the right path to success
- After analyzing all the data we've collected and after hours of looking at your situation from all angles, we'll propose a strategy that will best help you meet your goals, in the most efficient way possible
- A major consideration is limiting your tax exposure, and maximizing every single dollar you have saved
- Keeping fees and costs at the absolute minimum is always a big part of our recommendation process
- Proposing a recommendation that consider the worst-case scenarios , the unforeseen circumstances, and any and all possible financial emergencies is important to do when we're working with our clients, because we understand that things don't always go according to plan
- After presenting our recommendations and you decide to move forward, we then prepare all the required paperwork to put the plan in place
- We're tedious in our process, and making the opening, transfering and distribution of funds to you a simple and seamless process for you
- From there we stay in touch, at least once per year but as often as necessary to help you on your journey
- As time passes, we discuss how our plan is unfolding, making any adjustments or pivots as needed to keep you on the right track
- Whenever an opportunity to improve the plan is available, we strive to bring it to your attention and give you the opportunity to improve your plan
Ongoing plan reviews and communication will help you maximize the value you get from our expertise
HaydenRock Financial, LLC offers a quarterly reviews as well as on-demand appointments for additional consultation or plan review, so our clients can be as informed and involved with the process as they see fit! Whether it is over the phone or in person, we're here to discuss any and all of your questions, no matter what it pertains to. Talking periodically and/or when there's a major change financially in your life, allows our advisors to do the best possible job they can for you, so we encourage communication, no matter how frequent!