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Our Process
Proven Process
We firmly believe in the power of tailored strategies to help you navigate the complex landscape of wealth management. Our five-step process was designed to ensure a seamless and productive partnership as we work together to secure your financial future.
On-Boarding
Introduction
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.
On-Boarding
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.
On-Boarding
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.
On-Boarding
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.
On-Boarding
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.
Continuous
30 Days
You can be as involved as you like with your financial plan and investments. Our client portal allows you to see everything in a simple way and all in one place. This helps our clients feel comfortable and at peace with their money so they can go enjoy their life.
Continuous
90 Days
We love to have every client come to one of our financial events. This lets us treat you to a night out at a wonderful restaurant while helping you understand the different financial concepts and such and such
Continuous
Ongoing Care
Our client family has access to our advisors and staff 24/7 but we require at least a yearly check in with our clients. We can meet as much as you want but we will offer a formal annual review to every client. Also, we continuously invite all of our clients to every educational event and 4-6 fun client events per year. Dinner crusies, top golf, axe throwing, golf events, picnics, baseball games and more is what you can expect as a member of the HFG client family.