Personal CFO Suite
Imagine … a roadmap that plainly illustrates the path to achieve your lifetime dreams. This Personal CFO Suite is intended to do just that. Together we create a detailed roadmap of your financial landscape with an understanding that your life, your key objectives and your money must be thoughtfully integrated (or fully integrated, or must be intelligently integrated)
- Current Financial Life Landscape – Values, Goals, Key Life Objectives
- Create current financial dashboard (clear picture of your current position)
- Create Life Landscape – 30 key questions (your vision, your dreams, your future)
- Custom Life Landscape Plan - weave together money & finance with your values, vision & goals
- Implementation Services – our wealth advisory team and expert network makes it easy to put your plan into action and monitor your progress.
- Regular review – review the continually changing landscape of your life. As your life landscape changes, we make adjustments to stay on course.
Hillegas Advisory Services Inc.'s goal is to create a thorough understanding of your personal financial landscape. We understand that this landscape consists of life goals around your purpose, your family and your community. We employ a thoughtful four step process that begins with a clear picture of your current financial landscape as it relates to your values, goals and key life objectives. The result is the development of a current financial dashboard and a life landscape. We create your personal Life landscape Plan that serves as a roadmap (or blueprint) that meets identified goals for you, your family and the community. Then, the most important step is to implement the plan, fitting/putting all your pieces together (investments, risk management, taxes, income generation, contingency & estate). Finally, we meet regularly to ensure that as the landscape changes we make adjustment to stay on course.
At the end of the day, success depends on the thoughtful/intelligent integration of your key life goals and your finances.