For most people, it’s hard to find the time and resources to confidently build and manage their assets. It can be even more difficult to know how to integrate your personal values into your financial plan.
At Hansch Financial Group, we strive to do things differently than most firms. Through values-based financial planning and wealth management, we aim to help you create a financial roadmap that addresses all pieces of your financial puzzle, from your stresses and fears to your values and dreams.
What is Values-Based Financial Planning?
In the simplest of terms, values-based financial planning focuses on aligning your financial habits with your values. As Values-Based Financial Planners™, we believe money and numbers shouldn’t be the sole focus of your financial strategies. Your plan should start and end with your values and what you wish to achieve in life. Through values-based financial planning, we believe you can feel more empowered to pursue your goals and follow your financial roadmap. To experience the comprehensive benefits of a values-based financial plan, we develop a comprehensive strategy that integrates the many financial issues you may face in life, from investing and tax planning to retirement and legacy planning. By coordinating these many needs, your plan is designed to help you build and protect your wealth, distribute your wealth during retirement, and leave a legacy to your loved ones in a tax advantageous manner.
Who We Serve
Most of our clients are high net worth individuals who understand the value of a financial advisor. They want a financial partner they trust to guide them, offer them honest feedback, and help them manage their assets. We enjoy working with these type of people and strive to build trusted and long-lasting relationships with them that span generations.
While we work with a diverse group of clients, many of them are business owners, executives, professionals, retired couples, or widows. Having frequently worked with these clients, we understand the many decisions and concerns they face — from gracefully exiting their business to enjoying a stress-free retirement.
Through our services and process, we help these individuals and families make smart values-based financial planning decisions. With more than 40 years of combined experience in the business of giving financial advice, we offer a second and third set of eyes to look over your financial needs.
Why Clients Choose Us
We take great pride in the amount of time we dedicate to learn about each client with whom we work. By undergoing a thorough fact-finding process, we secure much more financial and family information than the average advisor. Before we create a plan, we want to understand your motivations, fears, goals, values, and more. This helps us develop a values-based financial roadmap that can guide you from where you are today to where you want to be for the reasons that are most important to you.
Through our approach, we hope we can provide our clients with confidence knowing that they have addressed all of their financial planning concerns. There’s no greater feeling than helping clients feel confident regardless of what’s happening in the markets or global economy, because then we know we’ve helped them understand the long-term intentions of their strategies.
Getting to Know Us
We are always happy to meet with people who are interested in learning about how they may benefit from values-based financial planning. Whether you’re looking for a new financial partner or have yet to start the journey with an advisor, we encourage you to reach out to us for a no-obligation conversation. With offices in San Diego and Orange County, we work with clients throughout both counties. To learn more, give us a call at 858-350-4350 or 949 661-5225.
About Hansch Financial Group
Hansch Financial Group is a fee-based financial services firm led by brothers David K. Hansch, CFP®, CRPC® and W. John Hansch, MBA. As Values-Based Financial Planners™, David and John focus on intertwining a client’s values and personal goals into a personalized financial roadmap. Through this holistic approach, they seek to help clients improve their long-term financial success and reach their desired destination. With offices in San Diego and Orange County, they serve clients locally in Southern California, as well as remotely throughout the country. To learn more, visit www.hanschfinancial.com.