Financial Planning

If you find business and personal financial planning to be distracting puzzles, we're here to provide the solution. Our goal-oriented, problem-solving, and holistic approach is designed to help business owners place each piece in a rightful spot, ensuring a clear path to your business and personal financial objectives.

How we do Financial Planning
 

Retirement Planning

Investment Analysis

Financial Goals

Tax Planning Strategies

Business Planning

Employee Benefits Optimization

Cash Flow and Debt Management

Estate Planning

Risk Management

College Savings

Project-Based Financial Planning:    We charge a fixed fee for Financial Planning. Fixed fee typically starting at $1,000. The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant. Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. HHLWA collects a portion of the fee to be collected in advance with the remainder due upon completion of the services. HHLWA will not bill an amount above $500 more than 6 months or more in advance of rendering the services.

Ongoing Financial Planning:    HHLWA charges a recurring fixed fee for Ongoing Financial Planning. Fees are paid monthly in advance, typically ranging from $80 to $1000. The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant. Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. HHLWA will not bill an amount above $500 more than 6 months or more in advance of rendering the services.