Heald Financial Advisors Our Process

Securities and advisory services offered through National Planning Corporation (NPC) Member FINRA/SIPC, and a Registered Investment Adviser. Heald Financial Advisors and NPC are separate and unrelated companies.

Saturday, July 05, 2008

meaningful financial growth

How we operate

Needs Analysis
We analyze your personal and financial situation, history, risk tolerance, and goals. We identify areas of need, areas of success and satisfaction, and potential issues or obstacles.

Plan Design
From our analysis of your situation, we develop the initial draft of a personalized financial plan that addresses your unique needs.

Presentation and Discussion
We present our plan design to you, explain how we have addressed pertinent issues in your financial life, discuss your input or questions, and get your approval of all aspects of your plan.

Implementation
After your approval of the final financial plan, we set a timeline for implementation, and make the necessary changes to your existing financial arrangements.

Review and Refinement
Once your initial plan is in place, we continue to monitor your progress toward goals. As we move forward, we refine your plan to adjust for changes in your life, in the economy, and in the law.

Mutual Discovery
In our initial meetings, we take the time to learn about your financial situation, history, and philosophy. We also introduce ourselves, so that you can learn about our philosophy, our capabilities, and our process.

At Heald Financial Advisors, our philosophy is to serve our clients with precisely the same dedication and concern that we have for our own families. Through the Seeds of Meaningful Growth planning process, we dedicate our energy to understanding your personal and financial goals, so that we can develop and implement the most effective strategies for your needs, and as a result, your customized financial plan can be truly meaningful.