Broker Check

Our Process

5 Simple Steps to a More Effective Financial Strategy

At HCM Wealth Advisory Group, we utilize a deceptively simple five-step process to tailor our financial services to every client’s needs. These five steps allow us to get to know you, determine how we can help you pursue your goals, and keep you on track year after year.

  1. Identifying Needs and Objectives – The first step to building a successful financial strategy is to understand your individual circumstances, needs, and short- and long-term goals. By getting to know you on a personal level, we can find the best route to help you achieve your vision for the future.
  2. Gathering Information – Once we understand your unique needs, we gather important information regarding your finances. This includes any financial statements and documentation of assets, as well as determining your individual tolerance for risk.
  3. Developing a Strategy – At this point, we’ll use the information that we’ve gathered and the things we know about you to start building a strategy. We’ll assess your current financial situation, examine your goals, and find a way to bridge the gap between the two.
  4. Implementing the Strategy – After we go through the plan with you, we’re ready to take action. We’ll begin to implement your custom financial strategy by opening accounts, initiating transfers, purchasing investments, and taking any other steps needed to start you down the road to your goals.
  5. Ongoing Advice and Monitoring – Once your plan is in motion, we’ll continue to monitor its performance to ensure that it’s still working for you, and communicate with you regularly about your progress. If the market, your life, or your goals change in some way, we’ll help you adjust your strategy to ensure that you stay on track.

These five steps help us to create customized financial plans for every client, and to provide the continued support, service, and guidance you need to pursue your goals. Are you ready to take the first step towards a more secure financial future? Contact HCM Wealth Advisory Group today to get the process started.

Have a Question?

Thank you!