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Values-Based Planning

Financial Planning Focused on Your Values

At Hansch Financial Group, we believe that money - and strictly focusing on numbers - shouldn’t be the focus of your financial plan. Instead, your plan should start and end with your values and what is most important to you in life. Money isn’t the focus - it’s what your wealth provides you and how you wish to use it. Through Values-Based Financial Planning™, we believe you can feel more inspired to pursue your goals and stay on track with your financial roadmap.

A Comprehensive Plan Designed to Help You Manage Your Financial Life

Many of our clients have a compelling desire to better organize and understand their financial life so it can be coordinated and planned in a thoughtful manner. In order to experience the full benefits of a values-based financial plan, we create a comprehensive strategy that integrates the many financial issues you may face in life, including:

  • Investment management
  • Insurance
  • Retirement planning
  • Estate and legacy planning
  • Tax planning
  • College planning
  • Business planning

The goal of a comprehensive plan is to help you build and protect your wealth, distribute your wealth during retirement, and to leave a legacy to your family’s next generation in a tax advantageous manner. We stay in frequent contact and offer ongoing advice and support.