Heald Financial Advisors

701 Route 73 South Suite 2-123
Marlton, NJ 08053

OUR 3-STEP PROCESS

‘’Planning is bringing the future into the present so that you can do something about it now.’’ 

Alan Lakein

#1: SURVEY THE LAND - IS THIS THE RIGHT PLACE?

At the first meeting you will meet the team, learn about our planning centered philosophy, client experience, and the services we offer. More importantly we will learn about what is important to you, your finances and what you are looking for. This is your time so we encourage you to ask as many questions and at the end of the meeting we'll know if it makes sense to continue the process.

#2 BLUEPRINT - DESIGN IS COMING TOGETHER.

After the essential data is collected, we will review a blueprint of your plan in effort to provide a clear snapshot of your financial well-being. During the meeting we will use our robust financial planning software to review multiple scenarios, address risks, priorities, goals and address any questions or concerns you may have.  

#3 MODEL - WE SHOW YOU A REPLICA OF YOUR PLAN BEFORE WE BREAK GROUND. 

This is where everything starts to come together and we tie up the loose ends. We will provide our investment recommendation rationale which is closely aligned with your time horizon, goals, and risk tolerance. In addition, we will provide a full analysis of the key areas of planning that are related to your current situation such as risk management/insurance, estate planning strategies, college planning, and retirement planning. If you decide to move forward, we can begin implementation at your convenience. On the flip side if you go in another direction, our advice and the plan is yours to take home.