Your Family's Wealth Management Process

Clients seek hpg’s financial advice for two reasons:

  1. There is a problem that you have and don't want.
  2. There is a dream that you want but don't have.

At hpg, we picture our process as a simple pathway that consists of a series of actions that can be taken in order to achieve your goals.

    Each Family's pathway is different because each Family's challenges and aspirations are different. However, the process we apply is not different. It is the same process consistently applied to every Family we work with...but personalized to your specific goals.

    Our process involves 6 Steps:

    • Step 1:
      We Listen

      It starts with a simple conversation with a blank piece of paper. We take time to understand who you are and where you want to go. We have a candid discussion about your Family's struggles and aspirations.

    • Step 2:
      We Collect

      Your Family is provided with a Data Collection Checklist that itemizes all information required to help hpg perform our analysis of your situation.

    • Step 3:
      We Analyze

      With your data in hand, we analyze in great detail every aspect of your Family's financial health.
      At hpg, we have identified "four guiding lights" that will lead your Family down their personal path to financial security:
      1. Your Family's Estate Plan
      2. Your Family's Risk Management Plan
      3. Your Family's Retirement Plan
      4. Your Family's Investment Plan

    • Step 4:
      We Develop

      This where we pull everything together into your Family's Personalized Financial Plan: the pathway that guides the future direction of your Family's financial legacy.

    • Step 5:
      We Execute

      With your pathway clearly in focus we can now execute the finer details of your plan to ensure your Family's wealth remains on course.

    • Step 6:
      We Monitor

      Every aspect of your Family's Wealth is monitored in one place to make it convenient for you. We call it your Family's Financial Legacy Binder.

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