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Our Planning Process

At Hansch Financial Group, we have worked hard to become Values-Based Financial Planners™ because the most significant questions are not about numbers but rather about what's important to you. 

The really critical questions are:

  • What's important important about money to you?
  • What values do you hold most dear? 
  • What do you want to accomplish with your resources?
  • What do you want to leave behind as a legacy? 

Once the answers to these questions are clear, our job is to help you develop a plan to move you from where you are today to where you want to be for the reasons important to you. 

Our process begins with Discovery, to learn as much as possible about you through values clarification, data gathering and goal setting. Then working together, we will Design your personalized financial plan to accomplish your goals. The next step in the proces is Plan Implementation. This typically involves investment simplification, insurance review and updating, tax and legal review in coordination with existing adviosrs. Every plan should be reviewed at least once each year to Monitor progress towards your goals.

We believe that what most people are looking for when choosing a financial planner is someone who can be trusted completely to provide competent advice and to honor the fiduciary relationship critical to developing a long-term advisory relationship. We are committed to providing you that partnership, and look forward to the opportunity to prove that we can do it for you.

Over the years, we have found that we are able to add the most value for people who place themselves in the following categories: 

  • Successful Entrepreneurs, Highly Paid Executives and Business Owners
  • Professionals and Medical Specialists
  • Retired Couples and Pre-Retirees
  • Widows and Widowers

In addition, it is important for us to work with optimistic people who see themselves as family oriented, outgoing, friendly, helpful and open-minded.  Feedback tells us that our clients choose us because they like working with an advisor who helps them implement and monitor their financial plans, yet are relieved of the burden of managing each aspect of the work, freeing them to focus their energies in areas which are more productive and satisfying for them.

For some clients, the objective is to simplify, consolidate and clarify their financial lives; for some, it is designing a retirement plan which will give them confidence to pursue non-work interests; for yet others, it is developing plans, maximizing use of existing assets, and getting introductions to top-notch advisors which allows them to take their businesses to the next level.  In each case, those who are confident enough to delegate much of the detail work involved will find the most value in our services.

We feel it’s mutually advantageous to set up an initial complimentary session so we can meet, talk, and discover whether our services fit your needs.