HoneyVest offers a comprehensive approach to financial planning tailored towards working individuals and families who want to take control of their finances. Contact us today to get started!
THE HONEYVEST PROCESS
1. Meet with us
A no cost, no obligation first meeting where you interview us and ask us questions.
2. Discovery Session
We will work with you to overcome money-related stress by helping you clarify your goals and identify and tackle obstacles to those goals.
3. Thought Sharing and Solution Development
We will share our thoughts and recommendations and develop a course of action that is appropriate to help you achieve your goals.
4. Implement your plan
We work side-by-side with you to implement your action plan.
5. Plan Review
We know that life can change in an instant, and because of this we want your plan to be current and always at work for you.
6. Ongoing Service and Relationship
Continue your experience of personalized service as a HoneyVest client. We commit to your long term goals and pledge to you our ongoing support throughout all of life's decisions.
HOW CAN HONEYVEST FIT INTO YOUR LIFE?
WE CREATE THE PLAN FOR YOU
We develop a plan designed to meet your goals and work side-by-side with you to help you get there. From buying a house to funding a college education to preparing for retirement, and more.
With specialized experience, education, and training, we have developed an expertise for educating individuals on the challenges of personal financial management.
ACCOUNTABILITY AND TRACKING
As part of our process, we track your progress towards your goals and make adjustments as necessary. From behavior modifications to consistent meetings, we want you to be successful.
Together, we can develop a financial plan that allows you to worry less about day-to-day decisions and focus on attaining your long-term goals.