Question 1

Why should I work with a Certified Financial planner?

Accepted Answer

The Standard of Excellence: The CERTIFIED FINANCIAL PLANNER™ certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

Question 2

How often do we connect as client and advisor?

Accepted Answer

During the initial stages, before on-boarding as a client, we will have at least 2 calls or meetings, the 1st to gather information about your financial situation and the 2nd to review the analysis and projections reports that have been completed, answer any questions you may have, and finally to present our financial recommendations and advice for you moving forward. These interactions can be completed either in person or over the phone/virtually, depending on your preference. If you accept our plan and recommendations for you we will then begin the implementation phase, which will probably involve a few more interactions. Once that phase is completed, we will send you an email every quarter of the year asking you to respond if you would like to schedule a review.

Generally, we like to connect at least one time each calendar year to discuss your progress and get updates about important changes in your life or to your goals for the future. We will accommodate everyone’s preferences, however, and will connect as often or as rarely as you desire.

Question 3

How much does a financial planner cost?

Accepted Answer

There is no cost for our initial connections or an annual financial plan fee associated with our interactions. However, there may be advisory fees involved for accounts that Haydenrock manages for you.

A better question might be, “what will I cost myself if I don’t use a certified financial planner?” See below

Question 4

Are there investment minimums?

Accepted Answer

There are no investment minimums imposed by Haydenrock Financial, but there may be investment minimums depending on the investment vehicle or product recommended for you to reach a specific financial goal, saving for college could be a good example.

Question 5

Are there investment minimums?

Accepted Answer

There are no investment minimums imposed by Haydenrock Financial, but there may be investment minimums depending on the investment vehicle or product recommended for you to reach a specific financial goal, saving for college could be a good example.

Question 6

What can I expect in our first meeting?

Accepted Answer

You can expect to be asked detailed questions about every aspect of your financial situations. The more we know the better we can serve you. So expect detailed questions about everything, including but not limited to you and/or your spouses employment income, retirement plan deferrals, estimated account balances, credit cards, debts, and goals for the future. So it’s good to have statements ready or shared before our first meeting to make the most efficient use of our time. We’ll send you a secure email to reply to with attachments for any sensitive documents to ensure the confidentiality of your information.

Question 7

What are your qualifications?

Accepted Answer

Mark McGaurn, is an Investment Advisor representative nationally, allowing him to manage any type of investment or investment account type. He also has every insurance license applicable to the individual household and business marketplace. Additional education and experience include an Ivy League Degree from Cornell University, 16 years of industry experience as a financial advisor, and his Certified Financial Planning designation.

Question 8

How often are my investments changed?

Accepted Answer

In an investment account that is actively being managed, there will be changes made throughout the year, but a turnover rate typically less than 20%.

Question 9

What makes Haydenrock Financial different then the other financial advisory offices I’ve met with or plan to meet with?

Accepted Answer

Simple, with Haydenrock you get unlimited accessibility to your very own CFP/Financial Professional to help you with any and all financial decisions or questions you have resource any day of the week.  Our firm is young, so you do not have to worry about having your advisor retire shortly after you do.

Question 10

Would I be able to talk with any of your current clients about their experience with you?

Accepted Answer

Absolutely, we most likely have a former co-worker as a client who would be happy to talk with you.

Why should I work with a Certified Financial planner?

How often do we connect as client and advisor?

How much does a financial planner cost?

Are there investment minimums?

Are there investment minimums?

What can I expect in our first meeting?

What are your qualifications?

How often are my investments changed?

What makes Haydenrock Financial different then the other financial advisory offices I’ve met with or plan to meet with?

Would I be able to talk with any of your current clients about their experience with you?

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