A detailed process ensures precision in the development, execution and monitoring of your plan!
HFS THREE STEP PROCESS
At HFS, we follow a proven process to learn about your unique goals and challenges, develop a plan, implement and finally review at regular intervals to make sure you're on track - and adjust as needed!
1 | DEVELOP THE PLAN
- Connect- During this phase we have our introductions and get to know each other and evaluate if we are a good fit for each other.
- Explore - We gather relevant information and data, discuss your financial responsibilities and goals.
- Solve- We analyze the findings from the explore phase and design a holistic solution.
- Collaborate- Together, we review spend time educating, reviewing solutions and discussing plans in detail to make informed decisions. If needed, we will revise based on your feedback. This phase concludes when we agree upon a strategy.
2 | IMPLEMENT AND EXECUTE THE PLAN
- Implement- Time to execute the strategy! This may include opening accounts, transferring assets, putting a financial or income plan in place, etc.
3 | REVIEW THE PLAN AND EXPECTATIONS
- Serve – We've created the plan, we've implemented the plan and now we will regularly monitor progress and establish periodical meetings. During these check-ins, we will make sure the plan is meeting expectations. Life is bound to happen, so we will make adjustments as needed along the way to keep on track!
