Fee-Based Planning

We’ll take the time to listen to what’s important to you and understand your needs. Then drawing upon a broader perspective and financial expertise, we’ll tailor your financial plan to fit your priorities and goals. From planning to implementation, my recommendations will always follow a fiduciary standard, so Hardy Wealth Management will ALWAYS act in your best interests, not ours. We’ll be transparent about what our planning services will, and will not include, so you’ll know exactly what you’re getting upfront. If you decide to engage with our firm in a fee for  advice capacity all engagements are 12 months in length and can be renewed. If you are an existing client, there is a discount available as a Thank You for the trust & opportunity to serve you, your family & your company. For more information on fee's, please contact us.

Here's how we'll build your personalized plan:

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. And as your priorities change throughout your life, I'll shift the financial strategies in your plan, too. So your plan always stays flexible, and you stay on track to consistently meet goal after goal.

Solution-Based Planning Engagement

This is the traditional way most Advisors in our industry operate, and we're happy to assist in this capacity as well, as this for a long-time was the only engagement available. 

For this engagement to be a fit, you do need to know exactly what you want up front. 

If you have a need we can solve with a specific service or product we're happy to facilitate & have solutions in theses specific areas:

  • Wealth Management
  • Brokerage Accounts
  • Annuities
  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance.