Financial Planning

Over the course of a lifetime, you are faced with making many important and pivotal financial decisions.

As you begin to amass wealth through your employment or from a company or practice you have built, you are faced with substantial decisions concerning how to best grow and protect your wealth so it can provide for your desired lifestyle during retirement.

Ultimately, you must decide how to most efficiently pass your wealth to your heirs or to the charitable organizations you designate.

A comprehensive personal financial plan is an effective way to help bridge the gap between where you are today, and what you wish to accomplish in the future.

Our Planning Process Revolves Around You and Your Goals

Hastie Financial Group brings over three decades of financial planning experience and fiduciary expertise to the wealth planning process. Supported by a talented and dedicated staff, we use industry-leading financial planning software to create and monitor all financial plans.

We recognize the importance of aligning your plan with your unique objectives. Your plan is customized to reflect your financial and lifestyle needs and goals, and your values.

Full transparency and 24/7 access to account information

In addition to receiving a written financial plan, you are provided access to your own private website where you can access your plan online. Your “dashboard” enables you to view your entire financial picture with investment account values updated daily – which in turn updates your financial plan daily. This creates a “live” financial plan which not only shows updated investment account values, but the effect of daily changes on your financial plan due to financial market activity. In addition, important documents, including wills and trusts, can be digitally stored on the dashboard for easy future access. The dashboard is accessible through a highly secure, encrypted website.

Step 1: Define your Goals and Objectives 

Through our comprehensive discovery process we will determine what matters most to you and your family, helping you to identify and prioritize your goals. We’ll take the time to listen and get to know you to better understand your needs, time horizon and tolerance for risk among other considerations.

Step 2: Identify Potential “Blind Spots” 

After carefully analyzing your current situation and strategy, we will suggest strategies for any potential “blind spots,” or problems we identify.

Step 3: Build your Plan

We will develop a written plan providing comprehensive strategies and recommendations aligned with your goals and objectives.

Step 4: Monitor your Plan

Once your financial plan is developed, the process of monitoring your plan begins.

We will meet with you at least annually to review your financial plan and to discuss any life or goal changes. More frequent review meetings may be required due to significant events or changes in your life or the financial markets. Financial and investment consultations are also available on an as-needed basis throughout the year.

No strategy assures success or guarantees against loss. No program can guarantee that any objective or goal will be achieved. 

Investing in securities is subject to risk and may involve loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results.