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.

 
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).

  1. In our first meeting, we’ll dig deeper into your unique situation, and work to establish your goals and priorities.

  2. 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!

Ready to Talk? Book your Discovery Call Today!
 

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.

Ready to Talk? Book your Discovery Call Today!

Hill-Top Financial Planning, LLC

Office Visits By Appointment

Kansas City, MO​​ 64119

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© 2019 Hill-Top Financial Planning, LLC. All Rights Reserved. Hill-Top Financial Planning, LLC is registered as an Investment Adviser in the state of Missouri. 

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