We work together so you can get clear about who and what are truly important to you in life.
As your financial planner in Saint Louis, together, we can create incredible clarity about your saving, spending, and investing using a clear and personalized approach.
This free, no obligation meeting is a casual conversation to learn more about you, your family, what is on your mind and ask any questions of me. This conversation clarifies whether fee-only financial planning aligns with your personal needs.
We’re a fit for one another! We mutually enter into a Financial Planning & Investment Management Agreement. It details the services Haven Wealth Planning will provide, our respective responsibilities, and compensation arrangement.
We’ll also re-affirm how we will work together and what you should expect using our Client Engagement Standards.
Understanding Your Personal and Financial Circumstances.
Your financial planner in Saint Louis will look at what currently exists (and what doesn’t) in your financial life, then evaluate what adjustments to make to achieve what you want with your money.
We can help identify issues for you before they become real problems, or plan for when you could take advantage of unique opportunities.
Together, we can build a financial plan that helps provide you with options so you can enjoy your desired lifestyle now and throughout the future.
Our data-gathering process may seem intensive. Your lifestyle, health, finances, family structure, values, and goals inform your wealth plan.
Identifying and Selecting Your Goals.
What is most important to you?
You’re seeking thoughtful financial planning solutions to help you confidently prepare for fun milestones and new phases in your life.
Once we understand what you want to achieve, or want more of in life, we’ll prioritize each of your goals and develop an ideal timeline for achieving each.
As your financial planner in Saint Louis, together, we’ll make your goals, priorities, and values the bedrock of your financial plan.
Analyzing Your Current Course of Action and Potential Alternative Course(s) of Action.
As your financial planner in Saint Louis, we’ll look at the various paths you could take and evaluate the reasonable outcomes for each.
With that information, we make decisions that align with your goals and values so you can enjoy your life now while also building wealth for the future. We create your plan.
We’ll activate your action plan for progressing toward your financial goals.
Your financial planner in Saint Louis will help open accounts, initiate transfers, and execute the funding plan.
We help develop financial planning solutions to manage your investments using a disciplined, proactive investment experience.
Like a good coach or mentor pushes you to be your best, we’ll provide you with the right mix of accountability, guidance, and long-term thinking.
As your financial planner in Saint Louis will evaluate your progress on your personal financial goals.
Throughout each day’s challenges and the unknowns of tomorrow, our clients are routinely able to look beyond the recent headlines and focus on the key elements of their financial plan. We’re here to keep you on track.
We periodically monitor and collaboratively update your strategy so that it remains in line with your current financial reality, and your views about the present and the future.
We’re there for you when the expected, and unexpected, happen. Life rarely moves along the same, steady path.
When key pieces of your life change, we integrate these new details and evolve your plan.
You want to work with a financial planner in Saint Louis who can provide you with the right mix of accountability, collaboration, and long-term thinking.
Feel more confident that you are prioritizing saving for future milestones and the uncertainties of life. As your financial planner in Saint Louis, we can help you plan for the future and enjoy the present moment.
Throughout the financial planning experience, we believe that proactive and open communication with your tax and legal professionals is critical to helping you work towards your financial planning goals.
Over time, we seek to establish formal communication channels with your tax and legal professionals. This approach can keep you informed but not involved, allowing us to request specific data and documents so your wealth plan includes the most up-to-date information from all the right sources.
Clear communication between your professional partners better aligns your tax, estate and investment planning with your goals and priorities.