Your financial professional becomes your long-term partner when it comes to you and your money. Careful thought and assessment are required in choosing this professional. During your initial consultation with Hinchley & Company, we will make sure to set aside time for you to evaluate our advising qualifications.
Take this opportunity to ask questions about our background and experience, professional credentials, areas of knowledge, compensation arrangements, or anything else you believe is important. We want to make every opportunity for you to compare us to your own professional requirements or to other firms. After all, we’re confident we will look best by comparison!
Based on the information you’ve shared at the initial consultation, Hinchley & Company will prepare a proprietary financial analysis that specifically addresses your needs and concerns. Our report will:
Most of our clients consider this meeting to be one of the most enlightening professional consultations they ever had. It projects your “financial life” in a manner you may not have seen before.
Given the complexity of taxes, investments, debt instruments, and insurance options, the recommendations consultation will typically be a series of two, three, and sometimes more meetings. We will thoroughly cover your financial needs and introduce concepts that might be new to you. We want to make sure you fully understand how our recommendations are designed to enhance your long-term financial goals.
The best conceived plan will do no good without action. Hinchley & Company, with the support of outside vendors and related professionals, will efficiently and effectively assist you step-by-step in implementing your financial plan. Our administrative service works to help save you time and aggravation and will include, but won’t necessarily be limited to, items such as:
Once you’ve come this far in the financial planning process, you will have discovered Hinchley & Company’s goal is to provide a wealth of financial information, guidance, and wisdom. Many of our clients enjoy the benefits of:
Hinchley & Company is committed to safeguarding the information you provide to us both online and in person. We do not share or exchange your personal information without your consent.
Let us know immediately of life changes that could affect your financial future. Changes such as a new employer, bonuses at your job, expecting a child, thinking about buying a new home, or starting a business typically require a fine-tuning of your financial plan.
Just as someone makes regular check-ups with a doctor or dentist, it’s important to inform or meet with us to make adjustments due to changing circumstances.
Hinchley & Company is designed to be an invaluable resource in helping you achieve your major goals: buying a house, starting a business, paying for your children’s education, and ensuring your retirement dreams.
After all, it’s ALL about YOUR money and YOUR life. This is our personal commitment to you.