Fee-Only Financial Planner | Hedgefield Wealth Management

Fee-Only Financial Planning That Removes the Burden of Managing Your Wealth

So You Can Focus on What Matters Most

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Empowered to Make Major Decisions

It is easy to feel overwhelmed when faced with several decisions all at once. Add a stressful environment to the equation and that feeling intensifies tenfold. The brain does everything it can just to survive. Self doubt and confusion start to creep in, leaving you exhausted at the thought of making any type of decision. You deserve to feel confident and stable when it comes to your finances and empowered to make both financial and life decisions that allow you to freely focus on what matters most.

Free to Focus on What Matters

There are too many instances where finances become the end and not the means. Before you know it, you have allowed a “scarcity mentality” take charge over the way you live your life and even make your financial decisions. You are so scared about what might happen years from now, that you cannot focus on what is happening. No one should bear a financial burden alone. You will start living your best life with the future in mind instead of letting the future dictate your life.

Pass On a Legacy

When we think about finances we often worry about legacy. What will we leave behind? More importantly, what will you be remembered for? You will not only develop a plan that makes you feel confident in your financial future, but one that also models what responsible financial planning looks like, for those that you care about. This is perhaps, one of the greatest legacies to pass along to future generations.

Take a few minutes to assess your investment management risk

So you can focus on what matters.

Your Life is More than a Business Transaction

Proactive Approach

There are so many times when the simple act of being proactive saves you not only money, but time. At Hedgefield Wealth Management, our financial planners pride themselves on being proactive when it comes to financial planning.

1. Asking the questions you have not asked
2. Posing scenarios that you have not thought of
3. Offering up suggestions that were never on your radar.

The proactive approach strategically positions you to take advantage of opportunities and take minor adjustments in stride.

Authentic Relationship

If you have not noticed by now, we believe an authentic relationship is one of the keys to success. Why wouldn’t you want to have a solid relationship with the financial planner helping you plan for your life’s goals? Why wouldn’t you want the financial advisor to help you manage your wealth to know what’s important to you? You want to be treated like more than a business transaction because this is your life your present and†your future. Truly understanding your past experiences, anxieties, drive, passions, and hardships help us not only to develop personalized goals, but also motivates you to reach them.

Breaking the Industry Mold

So many people feel like they walk in the door of their financial advisor, only to be met with the same choices they have been offered for the last 20 years. These options often end up being confusing in two main ways:

1. You don’t understand how you are invested.
2. You don’t know how your advisor gets paid.

Be able to understand what you are paying for and what you are getting in return. Only pay for the services that you want or need. You deserve to understand how those services help you to reach your goals.

The Hedgefield Wealth Growth Process

Gauge
Identify where you are and where you want to be. “What are your financial goals?” Wait. I’m going to step back and ask you another question. “What are your life goals?” The second question is much better, because it helps you truly discover where you want grow. We will work to assess your current financial strategy and how that aligns with your life goals.

Generate
Develop a Solid Strategy Next, Hedgefield will help you generate a customized financial plan based on the goals we developed together. We can even help you create an asset management strategy that will consider your risk tolerance and financial goals.

Guide
Let us Worry for You The only thing certain in life is uncertainty, which is why Hedgefield is by your side every step of the way. Our financial advisors will guide you through each decision with your objectives always at the forefront. You will feel the burden of worry lifted from your shoulders as you spend your time investing in people and experiences, instead of investing in worry and angst over your financial future.

The financial industry has
largely ignored the needs of women.

Many women desire the freedom to focus on what matters most. But they face one major obstacle – Wall Street. Too often with Wall Street, the wealth management process becomes the goal–not the means to accomplish goals. The focus shifts from the person to the portfolio. And when that happens, relationships are reduced to simple business transactions.

Wall Street needs to understand that it isn’t always about the portfolio’s rate of return. Women want someone to take the time to listen to and understand their personal dreams and goals. They want to be heard. They want to be treated as equals—having their opinions valued and sought after.

Women don’t want someone to do everything for them. They want a financial partner who listens and then offers solutions that connect their money to their lives. They want to feel empowered to focus on and pursue what matters most.

Learn More

The financial industry has
largely ignored the needs of women.

Many women desire the freedom to focus on what matters most. But they face one major obstacle – Wall Street. Too often with Wall Street, wealth management becomes the goal not the means to accomplish goals. When that happens, relationships are reduced to simple business transactions.

Learn More

“Our greatest fear should not be of failure, but of succeeding at something that doesn’t really matter.”
-Dwight L. Moody

You can continue to live your life avoiding financial decisions– unaware of risks and ineffective with your finances. Life will probably be okay. You will survive. Now, imagine what your life would look like if you were free from avoidance, worry, and wasted time or energy.

It would be incredible.

Book an Appointment

Woman Financial Planning at desktop computer

“Our greatest fear should not be of failure, but of succeeding at something that doesn’t really matter.”
-Dwight L. Moody

It would be incredible.

Book an Appointment

Top 3 Ways to Conquer Financial Anxiety
Who hasn’t worried about money from time to time? Even when you have money, you may worry about losing it. This guide will help you conquer your financial anxiety. We will send you the PDF via email. Just enter your information below.