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A Collaborative Strategy Session

One misstep with your finances today can affect you tomorrow. Instead of navigating endless financial advice and guessing which you should follow, take your first step and enroll in a one-on-one planning session with a CERTIFIED FINANCIAL PLANNER™. Choose your topic, gather your documents, bring your questions, and develop a strategy alongside a trusted, certified expert. From creating a plan to paying off student loans to buying your first house, this planning session will help lay the groundwork for you to achieve financial wellness.



Session Time


Personal Finance Foundations

This session is for anyone starting out or looking to jumpstart their financial planning. Whether you’re just starting a new job, looking to invest for the first time, or just want to get a handle on your finances, this planning package is for you.


60 mins

Retirement Planning

We take a holistic approach to better understand what retirement looks like to you. We’ll evaluate your retirement asset and income situation, review detailed retirement projections, and recommend specific strategies to help get you there.


90 mins

Saving & Investing Strategy

We’ll help you answer questions like: How much cash should I keep on hand vs. how much should I invest? Should I be doing pre-tax or Roth contributions in my 401(k)? Are there other investment accounts I should be considering, such as an IRA, Individual Account, Roth IRA etc.?


60 mins

Student Loan Strategy

We’ll evaluate your current student loan situation, educate you on the various options available to you, and help you decide on a pay down strategy that is in line with your goals.


90 mins

Social Security Planning

When is the best time to take Social Security retirement benefits? It is one of the most important decisions that retirees make. Choosing the wrong time or taking a reduced benefit could potentially cost you thousands. We’ll look at your overall retirement picture and help you come up with the optimal strategy for your situation.


90 mins

Major Purchase Planning

When it comes to buying a home, a boat, a car, etc. there’s a lot that goes into making a major purchase. We’ll help you answer questions like: Are you financially “ready” for this? How much do you need saved? Have much should you finance? In what situations should you finance more and invest excess cash?


60 mins

Navigating A Life Event

Life events can change your financial picture drastically (good or bad) in the blink of an eye. We’ll help you take an objective look at the situation (receiving an inheritance or large windfall, having children, getting married, etc.) and come up with a plan to prioritize your goals and make good financial decisions.


60 mins

Looking for something more specific?

Contact us today with more information about your situation and what you would like to cover and we’ll be happy to provide a customized session to suit your need.


Choose your topic and schedule your session

Choose your financial planning topic that best fits your needs now and schedule a day and time that works best for you with an HFM Advisor.

Prepare for your session

After you schedule, our team will send you a checklist of documents we’ll need to prepare your plan and ensure you get the most out of your meeting.

Meet with a CFP® professional

During your session, your HFM Advisor will provide recommendations based on your financial situation and develop steps together with you that you can take to reach your goals and better align yourself with where you want to be.

Follow-up Documents and Action Plan

After your session, we’ll follow-up with the materials we reviewed and the list of Action Items we discussed, so you can begin moving forward towards your goals.

Once you choose your financial planning topic, you’ll be prompted to pay for your session during the booking process via debit or credit card. That is the only fee you’ll pay, there’s never any additional fees or hidden charges.

At the conclusion of our engagement, we’ll provide you with Action Items, most of which will require some level of change to how you’ve been doing things. It’s no secret that change is difficult and we’ve found that it often works best to start with incremental changes, tackling one topic at a time, maybe one per year or every few months. However, if you’re ready to make a big leap and a few of these topics are resonating with you, we’re happy to discuss the options available to you to address multiple topics at once. To learn more, schedule a call HERE or contact us at [email protected].

24-48 hours after your session is booked, our team will send you a custom checklist of documents we need you to upload to our secure portal to start preparing things on our end. We generally ask that those documents are uploaded at least days prior to our session in order to ensure we can provide the most value. If you have any questions, you’re always welcome to contact us.

Once your documents are submitted, our planners go to work building your plan. At any point leading up to the session, if you need to reschedule, you can do so using the link in our meeting invite or in the reminder emails or by contacting us. If you need to cancel our session, we are happy to provide a full refund if cancelled before your documents are submitted and a 50% refund if cancelled after your documents are submitted.

We love catching up clients we’ve helped in the past, celebrating your wins, and updating strategies. If you’d like to book a review session to revisit a topic we’ve covered in the past, you can do so by clicking here.

Ready to get book your HFM60° session?

Have some more questions?

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