meeting with a financial advisor
here’s what you need to know
If you ask yourself, “Do I need a financial planner?” you’re already thinking about taking a big step toward securing your future.
Whether you’re new to financial planning or not sure where to start, you’re exactly where you need to be.
Our fee-only advisors are focused on your best interest. We’re here to clarify the process and tailor it so it’s a perfect fit for you.
Connect with our team of advisors, start defining your goals, and begin your journey to financial wellbeing.
do i need a financial planner?
HOW WE SUPPORT YOU
Have you already tried to create a financial plan? Perhaps you are mastering the learning curve or feeling overwhelmed by the process.
If you are not confident in your financial wellbeing or are looking for guidance, we can create a customized and comprehensive plan for you.
Some major life events or situations that may result in your need for a financial advisor include:
- Divorce
- Inheritance
- IPO or stock grants (concentrated stock positions)
- Loss of a loved one
- Career change
- Approaching retirement
- Sale of a business
- Sudden windfall
Our clients come to us for guidance when life presents a big change or when their financial situation grows in complexity.
No matter what the situation may be, we are here to support you and help you simplify your financial life with our all-in-one solution.
how Team Hewins works with you
OUR PROCESS
Our process begins with helping you clarify your goals and get organized so you can plan for your future financial wellbeing.
We’ll start by:
- Learning about you, your family, and your financial goals.
- Developing a plan for working together to help you achieve your financial goals.
- Putting your plan into action, setting the stage to monitor, meet, and adjust as your goals evolve.
how Team Hewins works with you
OUR PROCESS
Our process begins with helping you clarify your goals and get organized so you can plan for your future financial wellbeing.
We’ll start by:
- Learning about you, your family, and your financial goals.
- Developing a plan for working together to help you achieve your financial goals.
- Putting your plan into action, setting the stage to monitor, meet, and adjust as your goals evolve.
how our financial advisors benefit you
Team Hewins can help you achieve financial health with a plan that ensures you’re not leaving your future to chance. Schedule a meeting with a financial advisor to gain personalized advice and start making informed decisions aligned with your goals.
We’ll help you take steps toward a prosperous future by helping you:
Get Started
– Organize your finances, and access them all in one place.
– Know your net worth: Your personal balance sheet is always available at a glance.
Build Your Wealth
– Maintain a tax-efficient portfolio.
– Make effective decisions and plan with confidence.
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- Is there a new house or car in your future?
- Do you have a college fund for your kids?
Plan for a Smooth Transition
– Plan for retirement
– Coordinate efficiently with your entire professional team.
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- We can introduce you to a trusted partner if you need an attorney or a CPA.
Peace of mind is priceless: Why wait?
why speak with a Team Hewins advisor
FOCUS ON WHAT MATTERS. WE’LL DO THE REST.
Talk to a financial advisor at Team Hewins today and begin to transform your financial landscape. Are you ready for a financial consultation? If you’re a Florida or California resident, look for an onsite location near you to speak with a financial advisor. We can also meet virtually.
We’re a great fit if you:
Want a long-term relationship with a trusted advisor
Have at least $250,000 investable assets and are excited to grow your net worth
Are facing major financial decisions
Our financial planners work with clients of all kinds and specialize in working
with women seeking financial guidance.
why speak with a Team Hewins advisor
FOCUS ON WHAT MATTERS. WE’LL DO THE REST.
Talk to a financial advisor at Team Hewins today and begin to transform your financial landscape. Are you ready for a financial consultation? If you’re a Florida or California resident, look for an onsite location near you to speak with a financial advisor. We can also meet virtually.
We’re a great fit if you:
Want a long-term relationship with a trusted advisor
Have at least $250,000 investable assets and are excited to grow your net worth
Are facing major financial decisions
Our financial planners work with clients of all kinds and specialize in working with women seeking financial guidance.
don’t wait — meet with a financial advisor
Team Hewins is here for you. Your legacy and your future awaits.
Next: Choose a time that works well for you, and our relationship manager, Luke Hayes, will be in touch with you to personally understand your needs and prepare for the “Big Decision Clarity” session. Let’s turn this complex decision into your next confident step forward.
Additional info:
Learn more about our team | approach | frequently asked questions
Book your clarity session today!
(We’ll reserve 45 minutes to address your most urgent questions)
don’t wait — meet with a financial advisor
Team Hewins is here for you. Your legacy and your future awaits.
Next: Choose a time that works well for you, and our relationship manager, Luke Hayes, will be in touch with you to personally understand your needs and prepare for the “Big Decision Clarity” session. Let’s turn this complex decision into your next confident step forward.
Additional info:
Learn more about our team | approach | frequently asked questions
Book your clarity session today!
(We’ll reserve 60 minutes to address your most urgent questions)
questions to ask a financial advisor in the first meeting
WHAT TO EXPECT AND HOW TO PREPARE
Now that you’ve scheduled your introductory meeting with an advisor, ensure you know what to bring. This meeting will help you get to know our team and help us learn more about you.
We have included a brief list below or check out our more comprehensive resource, 10 Questions to Ask Before Hiring a Financial Advisor:
Q: What is your fee structure?
A: You need to know if an advisor sells products or receives commissions from their recommendations. That’s why a “fee-only” advisor is a safe bet. This term tells you they don’t make money in any way aside from the regular client fee they charge. A fee-only financial advisor will not be financially motivated to sell you commissioned products or make recommendations that may not be in your best interest.
Q: What are your credentials/qualifications?
A: The most prominent and vital credential to look for is the CFP® professional designation. You might assume that all financial advisors are qualified for the job, but only a CERTIFIED FINANCIAL PLANNER™ professional has the CFP® license.
Q: What will our ongoing relationship look like?
A: It’s important that a financial plan is revised on an ongoing basis—not just set-and-forget. Ensure that your advisor plans to meet with you regularly to keep your financial plan and investments on track.
Q: How does your team work together with me, my accountant, attorney, etc.?
A: Coordination with other professionals on your team, including an accountant or attorney, means more holistic and comprehensive planning. When everyone is on the same page, they focus on what is best for you, coordinating ideas, and putting them into action.
Q: How will we measure success?
A: Measuring the success of your financial plan is different than measuring investment performance. Gauging the success of your financial plan means reviewing and revisiting the original goals you set while working with your advisor. Have you made progress toward these goals? Your advisor should review your accomplishments periodically.
new to financial planning resources
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