BuiltWealth™ by HFM Investment Advisors
A financial system focused on what you want to build
You built your wealth by hand. We'll help you manage everything you've built.
Because there’s no single answer that’s right for everyone, all the time. Only what helps you build the life you want, for the people you care about most.
Our philosophy is that to know the answers, we have to ask the right questions. So that we can understand everything you’ve built, everything you want to build, and everyone you’re building it for. Then, we create a plan for you and help you follow it, step by step and every step of the way, so you don’t just build your wealth.
You build with it.
Our BuiltWealth™ Process
You built your wealth by hand. BuiltWealth™ helps you handle everything you’ve built.
BuiltWealth™ is our hands-on, entrepreneurial approach to financial advising. It’s based on the understanding that there’s no one right answer for everyone, but there is a right answer for you.
BuiltWealth™ is how we find it.
You can experience our BuiltWealth™ process through our three practice areas:
- Trades Entrepreneurs
- Employers, and
- Individuals
While each practice area has its own details, by following the BuiltWealth™ system, we’re able to make sure that all our clients get the same level of service, the same hands-on advice, and the same access to our team and suite of resources.
Here's how it works, and why we think it will work for you:
SiteWalk Assessment: “How are you currently handling everything you’ve built?”
Finding the right answer starts by asking the right questions:
✓ What do you want, what do you have, and where do you want to grow?
✓ What do your finances look like today? What kinds of investments and assets do you have?
✓ Who is on your advisory team?
✓ What's holding you back or blocking your way?
This is the first step toward finding the right answers for you, and your opportunity to make sure we’re the team you want to talk to about your finances.
InitialSurvey: “Have you ever mapped out everything you’ve built?”
This is where the conversation gets really interesting, because you finally get to see everything you’ve built.
In this discovery process we take the ambitions and opportunities identified in the SiteWalk and prioritize the actions to achieve them. We’ll visualize and map out:
✓ Business Valuation
✓ Ideas to increase that value
✓ Tax planning opportunities
This gives us fuller context of your work and world, ensuring we can give you the best advice. And it gives you the complete picture of everything you’ve built, so you can confidently take the next steps toward your goals, either with us or on your own.
At this stage, the decision is yours: would you like us to help you manage everything you've built? If yes, then we begin our onboarding process and dig into your BuiltWealth™ BluePrint.
BuiltWealth™ BluePrint: “What could be different a year from now?”
As an HFM client, the answer is a lot. Together we’ll build an initial 12-Month Action Plan to achieve the priority items identified in the InitialSurvey, and the path forward beyond that.
We’ll review the deeper elements of your financial planning, like:
✓ Your Investments
✓ Detailed Net Worth
✓ An In-Depth Tax Review and Plan
✓ Succession/Exit Planning
✓ Insurance Plan Review
✓ Long-term Financial & Retirement Projections
The purpose of the BluePrint is to give everyone on our team and yours the direction to follow, the priorities to focus on, and the information they need to work together toward your goals. All while seeing the bigger picture.
BuiltWealth™ BuildOut: “What would it take to feel like everything’s under control?”
It starts with a 12-month action plan, but we’re here to BuildOut well beyond that. We’re your quarterback, running the plays and bringing the bigger team together, now, next year, and a decade from now.
✓ We’re always available to talk 1:1. And we like when you call.
✓ We’ll regularly connect directly with your wider advisory team (accountant, bookkeeper, insurance advisor, lawyer) to align work, priorities, and put all that expertise to best effect for your financial plan.
✓ And every 90 days we’ll sit down together for an in-depth conversation about the progress in your plan and the opportunities that lay ahead. We’ll go over the high-impact adjustments we've made and answer all your (and your family’s) questions.
You’re always in control of your money, without always having to be in charge of your financial plan.
BuiltWealth™ Toolbox: “Who do you call when you want to talk about your financial future?”
We know that using financial tools effectively starts by knowing what you’re using them for. So we offer extensive financial education from our whole team, through our HFM Toolbox. This includes podcasts, articles, worksheets, questionnaires, and one-on-one coaching, making sure everyone involved in your investments and financial future are working together from the same BluePrint.