Our Five Step Course of Action

Our Five Step Course of Action
  1. UNDERSTAND: We discover what’s important to you by engaging in an open discussion regarding your goals, objectives, and risk tolerance. You also receive a comprehensive list of data required to develop the plan. The questions we ask serve to ascertain what is most important to you. We see these as your three L’s: Your Lifestyle – Your Loved Ones – Your Legacy
  2. DEVELOP: We meet with you regarding our findings from the analysis, how they relate to your overall goals and objectives, and our recommended action steps. The plan can be further refined based on additional discussion and feedback, growing and evolving along with you and your family’s needs.
  3. DELIVER: The proposed plan is presented to you in its entirety. We will address any questions you may have and make any necessary adjustments to the plan.
  4. IMPLEMENT: The plan is applied according to a checklist of action items, next steps, and agreed upon responsibilities. HFS Wealth Advisors and staff execute your approved financial plan in an efficient and systematic way according to our principals and work ethic.
  5. MONITOR and MEASURE: A regular review schedule is established to keep the plan and its related action items aligned with your goals and the current economic environment.