Financial planning is the set of processes whereby we help you identify your goals, develop a plan of action to help you achieve those goals, and regularly monitor your progress towards those goals. Financial planning is necessary to plan for retirement, children’s education, charitable giving & philanthropy, and for wealth and estate transfer.
HVWM employs a 6 – step financial planning process that is among the most comprehensive in the industry:
- Goal Projection & Data Collection
- Appraisal of Assets
- Gap Analysis
- Options & Recommendations
- Investment Management Implementation
- Monitoring & Review