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"The Top 10 Critical Mistakes People Make When They Plan To Retire Early"
A free comprehensive guide.
Flat-Fee Financial Guidance for a Secure and Worry-Free Future
Have confidence in your financial future and live your best life.
Stop worrying about how to manage your money.
It seems almost impossible to find a financial planner who can give you the advice you need, all for a simple flat fee.
- Stop feeling uncertain about your financial future.
- Let go of the stress.
- No more worrying about what retirement will look like.
FINANCIAL STABILITY
PROTECTION
GROWTH
A Confident Financial Future Starts Here
You don't have to sacrifice your retirement lifestyle.
Planning now let's you focus more on the things that make you happy.
Get a plan and know what it will take to reach your ideal retirement lifestyle.
I Get It! Financial Planning Is Hard!
I know how it feels to get overwhelmed by all the retirement planning information that's out there. It can leave you feeling frustrated and confused.
Using my perfected process, I create detailed retirement roadmaps that allow my clients to be positioned to live their best lives now and into retirement. I've been doing this on a daily basis for years.
A Simple Way To Track Your Financial Information
DOWNLOAD MY FREE GUIDE
The Top 10 Critical Mistakes People Make When They Plan To Retire Early
A free comprehensive guide.
Flat-Fee Financial Planning Pricing
All-Inclusive
$2,100-$2,400
How It Works
1. Schedule A Complimentary Call
I'll email you an Initial Planning Needs Questionnaire for you to complete. This will help us both gain an understanding of what your planning needs are. Don't worry, I won't force you to provide me with any account balances or financial details yet. We'll then conduct a complimentary video meeting so we can discuss your questionnaire and goals in more detail.
2. Get A Detailed Financial Roadmap
Using my custom, easy to use digital template, we will organizer your entire financial life in a state of the art personal financial portal that will give you 24/7 access to keep track of your financial plan and progress in real time. We will then go through the process of creating a comprehensive retirement roadmap that will address all the financial concerns you already have, and even the ones you didn't know you should have.
3. Enjoy Your Financial Future
Flat Fee Financial Advisors: The Smartest Way To Pay For Financial Planning
Advice Only Financial Advisors: Pay A Simple Flat Fee Based On The Help You Need, Not How Much You Have To Invest
At HCP Wealth Planning, we believe the fees you pay your advisor should only be based on the expertise and services you receive, not the size of your portfolio. We don't think it's fair that someone should pay an advisor higher fees, just because they have more money. Why is this? Because the little secret that many financial advisors don't want you to know is that it generally doesn't cost them any more time or require any more expertise to manage a $1,000,000 portfolio than it does a $100,000 portfolio. Just because someone has a larger portfolio, that doesn't automatically mean their financial planning needs are more complex. Unfortunately this type of pricing model, which is known as the Assets Under Management (AUM) model, is still the most popular fee method in the industry.
Advice-Only Financial Planners: Making Holistic Financial Advice Accessible To Everyone Including DIY Investors
What if you don't have a ton of assets saved up yet? What if all of your investments are tied up in your employer-sponsored retirement accounts? What if you simply prefer to manage your investments on your own, or use robo-advisors, or target date funds? If this describes you, the reality is that you may find it difficult to find an actual CFP® who is still willing to help you (unless they plan to try to sell you a product). None of that matters to us! Because we charge a simple, flat dollar fee, our compensation isn't impacted by how much you have to invest, so we would love the opportunity to help you "Map Your Wealth" and make the best possible financial decisions.
Here's What My Clients Have to Say
These testimonials were provided as Google Reviews by actual clients of HCP Wealth Planning. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. To read all our Google Reviews, please click here.
DOWNLOAD MY FREE GUIDE
The Top 10 Critical Mistakes People Make When They Plan To Retire Early
A free comprehensive guide.
