Financial Planning
Having a plan is only the start. Carrying it out determines whether you are only potentially successful or actually successful.
Ways That We Can Help
Planning involves much more than just balancing your bank account. Your wealth helps you to accomplish your personal goals in life. When people realize that the everyday decisions in their life can have long-lasting financial consequences, second-guessing and confusion can set in.
What would it be like to have a partner who knows what to look for—the potential issues as well as the potential opportunities? Would it be great to have someone identify and help to prioritize the financial issues in your life? What if someone could work with the other financial professionals already in your life? We believe you would be empowered to focus on your personal goals—the things that truly matter most.
Hedgefield realizes that all our clients are at different stages of life and have different personal goals. What works for one client won’t necessarily work for another. That is why Hedgefield offers a variety of financial planning solutions based on where our clients are at in life. Hedgefield believes that you should only pay for what you want or need.
*We can handle these types of plans if need be. *We are not CPAs and do not prepare tax returns nor are we attorney’s.
Hourly Planning
Perhaps you’re facing a major financial decision—buying a home, evaluating a career change, or planning for retirement—and want expert guidance. You may not need a full financial plan, just clarity and confidence in your choice. Hedgefield offers hourly financial advice at $300 per hour (billed in 10-minute increments). You’ll always receive an estimate before we begin, so you know exactly what to expect.
Standalone Comprehensive Financial Plans
Imagine having your entire financial life organized with clear, actionable steps toward your goals. A Hedgefield standalone financial plan provides exactly that—tailored strategies to help you make progress with confidence.
Standalone plans are ideal for clients who need more than one question answered but don’t require ongoing adjustments. Pricing starts at $5,000, with final costs based on the complexity of your situation.
Ongoing Wealth Management & Financial Planning
With ongoing planning, Hedgefield becomes your partner in every financial decision. You’ll gain confidence, clarity, and the freedom to focus on what matters most—without second-guessing yourself. From investment oversight to tax strategy to long-term planning, we provide comprehensive wealth management tailored to your life.