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The Learn. Share. Prosper. Process

Is Designed to Help You & Your Family Thrive with the Resources You Have

Your Wealth Journey
Is Just Beginning

If you have an inkling your financial strategy could be improved—or you’re uncertain if your finances are set to meet your family’s goals—we can help. In following a diligent process, you’ll be prepared with clear next steps and a personalized plan for today, tomorrow and years to come.

How It Works


The Personal Discovery Process™

The first step in our process is all about getting to know you. We want to learn about your goals and dreams—and also give you an opportunity to learn more about our company.

The Financial Snapshot™

In the second step, we will go into more detail in an effort to get the overall picture of your current financial situation and your long- and short-term goals.

The Clarity Conversation™

Before moving forward, we will have another conversation to address any questions you may have and make sure we have listened and fully understood the goals and objectives previously established.


The Strategy Session™

Once all of the information is assembled, multiple members of our team will be responsible for formulating your unique financial plan, The HWM Life Plan™, and reviewing it for accuracy.

The HWM Life Plan™

The HWM Life Plan™ is a unique strategy that will encompass all of your goals and objectives, including risk analysis, cash flow, retirement, estate planning, taxes, education and income strategies.


The 45 Day Checklist™

We will provide a checklist that includes the specific tasks you need to address, as well as the issues we will be handling. This is designed to guide both of us in successfully implementing your HWM Life Plan™.

The Semi-Annual Review™

Twice a year, we will meet with you to review your plan. During these meetings, and whenever necessary throughout the year, we’ll address any changes that may have occurred and see that we remain on track to accomplish your goals.

Less Concern. More Confidence.

Life is ever-changing. Your money strategy should evolve with it. Our team is here as your partner to develop strategies to reach your goals—and to make adjustments when your life inevitably changes.

Ready to Begin the Process?

Start the Conversation