The HARP Process

Financial Planning with Purpose, Built Around You

No Cost, No Obligation

We believe that good financial guidance starts with trust. That’s why your first meeting with us is always complimentary. It’s simply a chance to get to know each other and see if we’re the right fit to work together.

Start With a 15-Minute Call

The first step is easy. Schedule a quick 15-minute phone call with our team so we can learn a bit about your goals and how we might be able to help.

Our Comprehensive Financial Planning Process

STEP 1

Let’s Talk

We'll begin by getting to know each other. During this time, we'll discuss your personal and financial goals, as well as your current financial picture.

STEP 2

Understand Your Situation

From there, we’ll start collecting information like tax returns, income statements, and insurance policies. This gives us a full picture of your financial life so we can evaluate your needs and opportunities.

STEP 3

Build Your Strategy

Once we’ve analyzed everything, we’ll present a personalized strategy built around your current needs and future goals. When you’re comfortable with the plan, we’ll move forward together.

STEP 4

Put the Plan in Motion

We’ll begin implementing your strategy and checking in regularly to make sure everything stays on track. As your life evolves, we’ll help adjust your plan to keep moving toward your goals.

Schedule a 15 Minute Conversation