Our Process
We firmly believe in the power of tailored strategies to help you navigate the complex landscape of wealth management. Our 5-Step Onboarding Process was designed to ensure a seamless and productive partnership as we work together to secure your financial future. After onboarding is complete, we have a plan to monitor your needs.
Our advisors start a first meeting with education and transparency. We will teach you the different types of advisors and why we have chosen to be independent fiduciary firm. After that we will explain how financial advisors, including us, get paid and break down the financial house. We believe it’s important to be open and transparent so you know what to expect through the process.
Discovery
We won’t make you fill out a ton of paperwork and disclosures to have a meeting. In this step we will get to know you, your dreams, and review what you have already set up. We do this together so we can get to know you as a person and not just a number. At this point we also go through an interactive Risk number program so we can understand how much risk/return you are comfortable with in your portfolio.
Document Deep Dive
We use a team approach to reviewing your account statements and tax returns for potential opportunities. We backtest your investments to help you understand them and help you understand how much risk you are taking. We do a deep dive to understand what fees you are paying and see where we can reduce them.
Proposal
Once we understand everything about your personal satiation and what is important in your life we create a personalize hollifield fincancial roadmap. We will show you your money in a way you have never seen and make sure you understand your investments like never before.
Implementation
We keep you involved in the process as the plan is implemented. If new accounts need to be set up or funds transferred we simultanuasly handle everything for you while keeping you in the loop. We make sure all of your online accounts are set up and walk you through our HFG client portal which will let you see all of your accounts in one place.
Our Follow Up Plan
30 Days
We keep you involved in the process as the plan is implemented. If new accounts need to be set up or funds transferred we simultaneously handle everything for you while keeping you in the loop. We make sure all of your online accounts are set up and walk you through our HFG client portal which will let you see all of your accounts in one place.
90 Days
We keep you involved in the process as the plan is implemented. If new accounts need to be set up or funds transferred we simultaneously handle everything for you while keeping you in the loop. We make sure all of your online accounts are set up and walk you through our HFG client portal which will let you see all of your accounts in one place.
Continuous
We keep you involved in the process as the plan is implemented. If new accounts need to be set up or funds transferred we simultaneously handle everything for you while keeping you in the loop. We make sure all of your online accounts are set up and walk you through our HFG client.
