The Right Plan for You
Your path towards financial confidence and independence... It all starts with a Plan.
What are you aiming for?
Zig Zigler said it best, "If you aim at nothing, you will hit it every time."
So what are you aiming for?
What are your financial goals?
For most people, their financial goals are very vague and generalize. They want to make good money so they can live a nice lifestyle, send the kids to college and have enough to live comfortably in retirement.
I get it, I want those things too!
The Problem, they aren't specific and they don't have a plan to achieve those desires.
Financial Success, Financial Independence, Financial Freedom, Financial Confidence... they all have one thing in common...
It all starts with a Plan.
Difference Between Us vs. Them
The typical financial advisor is focused only on your investment portfolio.
But that's just one piece to the puzzle.
At Hill-Top we know it's more than just the investments that affect your financial picture. That's why we take a holistic approach to personal finance, and build a comprehensive financial plan.
(We look at ALL the pieces of the puzzle.)
Us
Them
vs.
(Investments, Budgeting, Cash Flow Planning, Tax Planning, Insurance Planning, Retirement Planning, Estate Planning, etc.)
(Investments)
Any Questions?
(Check out our Planning Options Below)
Financial Planning
Investment Management
vs.
Aren't they the same?
Short Answer: No.
Investments are a part of the financial plan.
The financial plan is the blueprint for building a house and the investments are the materials for building the house. You wouldn't build a house without a detailed plan of what you're building.
So what type of house are you building with your investments?
You might be thinking, what's the plan your financial advisor has developed with you?
Glad you asked!
One Time Engagement
Three Meetings - Discover Meeting, Goals & Data Meeting, Presentation Meeting
Comprehensive Financial Plan
One Page Financial Plan w/ recommendations
Planning Options:
We offer financial planning options to fit your needs.
Un-Guided
One-Time Engagement
Three Meetings - Intro Meeting, Discovery Meeting, Presentation Meeting
Comprehensive Financial Plan
One Page Financial Plan w/ recommendations
Guided
Ongoing Engagement
Three Meetings - Intro Meeting, Discovery Meeting, Presentation Meeting
Comprehensive Financial Plan
One Page Financial Plan w/ recommendations
Progress Meetings - Review progress & life changes
24/7 Access to Advisor - Email, phone, video call, in-person (where available)
Starting at:
$1,000*
Starting at:
$150/month*
Guided Plus
Ongoing Engagement
Three Meetings - Intro Meeting, Discovery Meeting, Presentation Meeting
Comprehensive Financial Plan
One Page Financial Plan w/ recommendations
Progress Meetings - Review progress & life changes
24/7 Access to Advisor - Email, phone, video call, in-person (where available)
Investment Management - Advisor managed investments
Starting at:
$200/month*
*Pricing is based on complexity of your planning circumstance, as determined by advisor, prior to signing a planning agreement. Ongoing engagements require an up front fee of $750 to engage planning services.