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

Start Here

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

Where do you go from here?  Click on the links below to see how to get started with HCM. 

Step 1: Introductory Phone Call
Step 2: Discovery Meeting
Step 3: Investment Planning Meeting
Step 4: Mutual Commitment Agreement
Step 5: Follow-Up Meeting
Step 6: Wealth Management Plan
Step 7: Regular Progress Meetings



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