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.
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.
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.
Based on the information we gathered at our Discovery Meeting, we’ll share our analysis and recommendations – and show you how we’re different.
Feel like HCM is a good fit? Let’s make it official. At this meeting, we will move forward with our professional relationship.
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.
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.
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