FINANCIAL PLANNING FOR YOUNG PROFESSIONALS & FAMILIES
Start your path towards financial confidence and independence in two easy steps.
Step 1: Schedule a Call
With a free 30 minute Discovery Call, we discuss: your needs, what you're looking for in a financial planner, and if we'd be a good fit for one another.
This is what I'm looking for...
We can help you. Let's meet.
Sounds great!
Step 2: Choose your planning option
After our Discovery Call, you pick the planning option you feel best meets your needs and what you're looking for in a financial planner.
The Guided Plan
This planning option is best suited for someone who wants ongoing help, but handles their own investments.
We build a financial plan to address your financial goals, we help you implement the plan, and we meet to track your progress, but you handle your own investments.
The Guided Plus Plan
This planning option is best suited for someone who wants ongoing help with everything.
We build a financial plan to address your financial goals, we help you implement the plan, we meet to track your progress, and we manage your investments.
The Un-Guided Plan
This planning option is best suited for the DIY-er.
We build a financial plan to address your financial goals, and you implement everything on your own.
How the Hill-Top Financial Planning Process Works:
1. Discovery Call
In our free 30 minute discovery call, we’ll discuss your needs and what you’re looking for out of a financial planner. If we both feel it’s a good fit, we’ll move forward in the process.
2. Meeting
We’ll meet in person or by video chat in two (or more meetings if necessary).
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In our first meeting, we’ll dig deeper into your unique situation, and work to establish your goals and priorities.
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In our second meeting, we will finalize our recommendations, and give you an action plan that we can begin to implement.
3. Email
After we meet, we'll email you a recap of our meeting with action items we need to complete.
4. Check in
We want to see you succeed, and the only way to make that happen is by implementing the plan! We’ll check in with you once a month, for the first six months of our relationship to see how we are doing on the action items. Not only are we your financial planner, but we're an accountability partner.
5. Here for you
After our check in period, we’ll continue to be here for you. Your life situation is always changing and evolving, and so do your financial goals and priorities. That is why we will meet throughout the year to review and update your plan, as needed. We are also always available to you through email or by phone. We want this to be a lasting relationship you can count on. Our goal is for you to successfully reach your financial peak!
1. DISCOVERY MEETING
Everyone is unique. Through a FREE 30 minute introductory call, we discuss your needs and determine if we're a good fit for each other.
3. DEVELOP
FINANCIAL PLAN
Using your information we collected through our meetings, we'll build your personal financial plan with your personal goals in mind.
5. FOLLOW UP & IMPLEMENTATION
Just because you have the plan doesn't mean it's over. You'll receive follow up communication with the recommendations and action steps to take. We'll work together to implement the recommendations.
7. ON CALL
Life is hectic and things come up. You have access to us 24/7. Give us a call or shoot us an email. We're here for you.
(If we're a good fit.)
This is where you decide which planning option is right for you.
2. INITIAL MEETING
We'll meet in person (or by video chat). We'll discuss financial goals (what do you want to do when you grow up?), and gather more of you personal information to build a financial plan.
It's not over!
4. PRESENT PLAN & RECOMMENDATIONS
We'll meet in person (or by video chat). You'll be presented with your very own personal financial plan! We'll discuss it. You'll receive recommendations. You'll have the opportunity to ask questions.
BONUS!
6. REVIEW & REVISE
We'll meet in person (or by video chat) a few times a year. We'll discuss your progress. As your life changes and evolves (babies, new job, start a business, etc.) we'll make adjustments to your financial plan.