At H3 Concepts, we take a disciplined, holistic approach to your financial needs. We believe our interactive method can help you learn where you are today and assist you in making moves in pursuit of your goals. Before deciding to work with us, we request all potential clients to have no-obligation meetings where we give them actionable recommendations and in-depth insight into how we can help them achieve their goals.
Our process includes:
People usually contact us after a transitional life event: after getting married or getting divorced, after securing a new job or a job promotion, inheriting money or selling a business, etc. At H3 Concepts, an essential part of our initial information gathering is getting to know one another. We are interested in who you are and where you want to be. We want to make sure to learn precisely about your financial goals and your expectations from us.
Gathering your current financial information
The next step is to take a view of your financial life. We will review your current financial situation and collect any necessary documents. Together, you’ll set your personal and financial goals. You may also want to talk about your comfort level when it comes to taking financial risks. In this process, we will get a comprehensive knowledge of your past, present and future financial plans.
Assessing your financial status
We evaluate your financial and personal information to meet your objectives with solid strategies. Based on what services you’ve asked for, we may examine your assets, debts and cash flow, current insurance coverage, investment, or tax strategies.
Presenting a recommendation
We build customized strategies tailored to your goals, drawing from a wide selection of world-class products and services. We will give our advice explaining the basics so you can make informed decisions. At this stage, we will also attend to any concerns you may have and improve our recommendations if necessary.
Implementing the recommendations and Monitoring
Once you approve a set of recommendations, it’s time to implement them. After this, our team of professionals will regularly evaluate your progress toward your goals. Over the years, we may suggest modifying your plan if that becomes significant based on changes in your financial situation and market conditions.
At H3 Concepts, we will help you develop a sound financial plan to protect you, your loved ones, and your assets from bankruptcy, disability, and other unfavorable situations. We will help you figure out what you need to do to prepare your children’s future and plan your retirement. We will create strategies to pay off debt and accumulate savings. Contact us today to know more.