The HWM Planning Process
The Hagen Wealth Management Planning System
At Hagen Wealth Management, our planning process is grounded in the belief that our advice and service should be as unique as the individual we’re working with. Each financial plan is tailored to our client’s specific circumstances considering their cash flow, investment objective, personal goals, and the need for portfolio growth and retirement income.
Our Four Phase Approach to Building Your Financial Roadmap
Gather Data
- Discuss & Establish Personal Goals
- Analyze and Evaluate Current Situation
- Assess time horizon(s)
- Discuss Your Investment Risk Tolerances
Develop Your Plan
- Create and Review Personal Plan
- Discuss Asset Allocation Recommendations
- Discuss Portfolio Strategy
Implementation Plan
- Determine Timeline for Meeting Financial Planning Goals
- Determine Timeline for Executing Your Investment Strategy
- Consolidate Assets
- Phase in Investing Plan – Cost and Tax Efficiently
- Coordinate with your attorneys, accountants, and other professionals as needed
Review and Monitor
- Implement the HWM Client Service Model
- Recommend adjustments to the plan when appropriate
- Conduct periodic risk review and rebalancing of the plan
- Recommend adjustments to the investment portfolio when appropriate
Financial Plan Roadmap Considerations
Securities offered through LPL Financial, Member FINRA/SIPC. Hagen Wealth Management is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
The LPL Financial registered representative associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS | Independent Advisor Alliance's Form CRS