Work With Us
STEP 1: 15 MIN Call
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Podiatrist if you needed heart surgery. If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.
STEP 2: 1ST MEETING
Prescription without evaluation and diagnosis is malpractice.
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in plain-English answers to four critical questions
STEP 3: RESEARCH & ANALYSIS
This is where the magic happens. We will apply decades of experience, thousands of hours of training and mentoring by the industry’s top experts to answer the following questions:
- Can you afford to retire? Buy a home? Plan for College Tuition?
- Are you overpaying your taxes?
- Can your portfolio be improved?
- Can you eliminate, or at least reduce threats to your retirement?
STEP 4: 2ND MEETING
This is where the proverbial rubber hits the road.
During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis. This is where you will see, in dollars and cents, how our firm can improve your finances.
At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.
STEP 5: SLEEP ON IT
Take comfort knowing there is no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:
- Do I like/trust/respect the mission of HilpanMoxie?
- Will the benefits they provide exceed their cost?
- Do I understand and agree with their investment philosophy?
- Do their recommendations make sense to me?
STEP 6: FORMALIZE CLIENT-ADVISORY RELATIONSHIP
During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.
While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.