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

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.

TelephoneStep 1: Introductory Phone Call

Magnifying glassStep 2: Discovery Meeting

Pencil and PaperStep 3: Investment Planning Meeting

HandshakeStep 4: Mutual Commitment Agreement

People having a conversationStep 5: Follow-Up Meeting

Portfolio ReturnsStep 6: Wealth Management Plan

CalendarStep 7: Regular Progress Meetings

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