Comprehensive Wealth Planning Services

Spring

Our spring program highlights our financial coaching services and is designed for those who want objective planning advice with the greatest degree of implementation flexibility while being their own CFO.  Our spring service is perfect for those who are in the accumulation phase of their financial life, those whose majority of assets are in employer plans, or those who would like help planning but would like to implement themselves.  The additional benefits of our foundation services are:

• Self guided organizational exercises and E-organization services
• 5 hours of financial coaching per year
• Utilize our investment or risk management implementation services or do it yourself
• Account review services (if you implement with HWA)
• Our foundation program begins at $50/month

Heritage

Our heritage program is perfect for those who are primarily looking for investment and/or risk management.  Our heritage program is the closest program we have to traditional financial advisor services but with an HWA touch.  This program is perfect for those who require limited planning that focuses on their investments and/or insurance but would like expert managment.

• E-organization services
• Ongoing asset and/or risk management planning
• Asset and/or risk management implementation
• Account review services
• Our heritage program begins at $85/month

Summer

Our summer program is the first of two truly comprehensive planning services focused on wealth accumulation and preservation strategies.  Our summer services are ideally suited for higher earning accumulators who value an increased level of care, those in the preservation phase, or those in distribution who don’t require advanced estate planning.  The additional benefits of our summer services are:

• Personal Financial Advocate (PFA)
• Organization exercise, organizational binder, and E-organization services
• Living financial plan with visual executive summaries
• Low cost implementation services with a custom client implementation plan
• Monitoring services
• Our summer program begins at $125/month

Harvest

Our harvest program is the flagship of all of our programs and is a full scale wealth planning service.  Surpassing our summer program in terms of services provided, our harvest program is designed for high net worth individuals.  Our harvest program includes advanced asset management, preservation, and estate planning services so you can put the all the resources at HWA to work for you.  The additional benefits of our harvest services are:

• Personal Financial Advocate (PFA)
• Traditional and E-organization services
• Living financial plan with visual executive summaries with advanced accumulation and distribution strategies
• At cost implementation services with a custom client implementation plan
• Monitoring services
• Our harvest services begin at $250/month