A Wealth Management Plan That Works For You
Are you getting to be of the age where you really need to start thinking about life after your career? Is retirement something that actually causes you stress as opposed to hope? Regardless of what you’ve heard, it’s never too late or too complicated to put a wealth management plan together, but you probably would like to have at least an idea of what you’re getting into before you commit to anything. That’s reasonable, and that’s why the wealth advisors at HCM Wealth Management are ready to help you get that look that you need at this process.
We understand that you don’t have a wealth advisor or much of a plan in place. Many of our clients come to us without any type of wealth advisement in their past. The question of how to manage your wealth doesn’t have to be stressful. In fact, it should be simple, straightforward and easy to get going.
As you’ll see below, we have a handful of steps in place that you’ll take if you choose to work with HCM Wealth Management. We start by getting to know you, and then we take a look at your current situation. From there we set goals, we get everything organized and we move forward with our plan. Our wealth advisors will continue to update you as things progress, and understanding that things change, we’ll always be ready to do the same with your wealth management plan.
Take a look at our steps below. Click on any or all of them, and within a minute or two you’ll know exactly what’s involved with getting a wealth management plan in place that works for you. Go ahead and get started. You’ll be glad you did.

Our Wealth Management Plan Process

Congratulations! You've made it to the beginning of the path to financial security and independence.

Click on any or all of the links below to learn how to work with HCM.

Step 1: Introductory Phone Call

We set up a complimentary phone call with one of our Wealth Advisors to explore preliminary questions used to determine whether or not it makes sense to pursue a possible relationship with HCM. Click here to schedule your call.

Step 2: Discovery Meeting

This is where we get to know you, your family, your hopes, and your dreams. In short: what’s meaningful to you now, and in the future.

Step 3: Investment Planning Meeting

Based on the information we gathered at our Discovery Meeting, we’ll share our analysis and recommendations – and show you how we’re different.

Step 4: Mutual Commitment Agreement

Feel like HCM is a good fit? Let’s make it official. At this meeting, we will move forward with our professional relationship.

Step 5: Follow-Up Meeting

We’ll help you organize the paperwork you received, explain our statements and reports, and make sure you are good to go on all aspects of this great new relationship.

Step 6: Wealth Management Plan

Based on our initial analyses, we’ll create a comprehensive evaluation, offer specific wealth management and advanced planning strategies, then share with you for your review.

Step 7: Regular Progress Meetings

We’re always available to chat about your investments, but we also schedule quarterly meetings to review changes in your personal or financial life and make adjustments to your Wealth Management Plan as needed

Finding a financial advisor is tricky. Let us help you out.

A Wealth Management Plan That Works For You

Our Wealth Management Plan Process

Step 1: Introductory Phone Call We set up a complimentary phone call with one of our Wealth Advisors to explore preliminary questions used to determine whether or not it makes sense to pursue a possible relationship with HCM. Click here to schedule your call.

Step 2: Discovery Meeting This is where we get to know you, your family, your hopes, and your dreams. In short: what’s meaningful to you now, and in the future.

Step 3: Investment Planning Meeting Based on the information we gathered at our Discovery Meeting, we’ll share our analysis and recommendations – and show you how we’re different.

Step 4: Mutual Commitment Agreement Feel like HCM is a good fit? Let’s make it official. At this meeting, we will move forward with our professional relationship.

Step 5: Follow-Up Meeting We’ll help you organize the paperwork you received, explain our statements and reports, and make sure you are good to go on all aspects of this great new relationship.

Step 6: Wealth Management Plan Based on our initial analyses, we’ll create a comprehensive evaluation, offer specific wealth management and advanced planning strategies, then share with you for your review.

Step 7: Regular Progress Meetings We’re always available to chat about your investments, but we also schedule quarterly meetings to review changes in your personal or financial life and make adjustments to your Wealth Management Plan as needed

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