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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Pre-Retiree
Major Milestones I Specialize In
End of Life and Legacy Planning
Funding Education
Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Our straightforward process is centered on helping you identify your goals and evaluating where you are relative to those aspirations. Then we create a financial plan built around those goals and incorporate your investments, retirement needs, employer benefits, taxes, and more. 1. Complete an introductory call. We learn what challenge you are facing that made you reach out, as well as the basics of your financial situation and goals, to help determine if we are a good fit. 2. Create your personalized profile. We review your financial situation and goals, and start to develop the strategies to reach your objectives. 3. Meet for the first time. We meet to review your assets, goals, and options that can help get you to where you want to be. We can meet in person or remotely, depending on your needs. 4. Implement the plan. Once we agree on a strategy to help you reach your goals, we will implement your comprehensive financial plan and build your investment portfolio. 5. Meet annually. We will meet annually (or more as your life changes) to review your plan and see if you are still on track to reach your goals or if changes need to be made.
Disclosures
Advisory Services offered through Hassell Wealth Management, LLC, a registered investment advisor.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.