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A Holistic Approach Designed to Incorporate Your Values into Your Financial Planning

A Holistic Approach Designed to Incorporate Your Values into Your Financial Planning

As Values-Based Financial Planners™, the most significant questions are not about numbers but rather about what's important to you. We believe the most critical question is: “What's important about money to you?”

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 a discovery meeting, where we learn as much as possible about you through values clarification, goal setting, and data gathering.

We can meet clients in person, via web-based software or visit their home or office, to begin this process.

Working closely together, we will design a plan, implement and monitor it to guide you in the achievement of your life goals. This typically involves investment simplification, insurance updating, tax and legal reviews in coordination with existing or our virtual team of advisors. Every plan should be reviewed at least once each year to monitor progress towards your goals.

We believe that most people are looking for an advisor advocate whom they can trust to provide competent advice and 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 we can do it for you.

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.