WORK WITH ME
DON’T MAKE THESE MISTAKES!!!
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WHY WORK WITH ME?
Why work with me & High Mountain Financial?
Here are some reasons:
- I am a Fiduciary – meaning I am obligated to put the interests of my clients first at all times
- I am a Fee Only financial planner – meaning I don’t sell any commission-based products
- I am independent – my obligation is to serve YOU, not a company I answer to
- I am a CERTIFIED FINANCIAL PLANNER™ professional
- I have earned the Chartered Financial Consultant® (ChFC®) designation
- I have over 16 years of experience in financial services
- I am a Virtual CFP® professional – while I am physically located in Hawthorne, New Jersey I work with clients all over the United States
- My investment style is firmly rooted in Nobel Prize winning academics of investing science – not guesses and speculation about the future
- I help you identify and eliminate any gambling and speculating that may be occurring with your investments
- I help you discover and build a plan to have freedom in your life – money freedom, time freedom, and mental freedom
I understand that your individual needs & circumstances are unique to your particular situation, therefore I offer several ways for us to work together.
I have found these 3 make the most sense for most people…
3 WAYS TO WORK TOGETHER
1. comprehenive financial planning
Henry Kissinger once said “If you don’t know where you are going, every road will get you nowhere.”
Financial planning & retirement planning can be thought of as a map and compass pointing the direction for your financial journey.
It is a process designed to give you clarity about where you want to be in the future, and then build structure and processes to get you there. Our planning process makes sense for most people we meet with. Want to learn more about how planning can benefit you? Click the button below…
2. INVESTMENT MANAGEMENT
Investment management is a critical piece of your plan to help secure your goals and ultimately facilitate your arrival at your desired destination. Choosing an investment strategy and working with a coach whose values and investment strategies are in alignment with your own are a crucial element to your long term success as an investor.
We believe your financial future is far too important to rely on anything less than utilizing sound Nobel Prize winning academic principles on investing science. Want to learn more about how our investing methodology can benefit you? Click the button below…
3. ASK ME ANYTHING – 1 HOUR
This time is yours! You get complete and uninterrupted attention with a CFP® professional in a no judgment environment to ask anything that is on mind.
- Maybe you need help establishing a budget?
- Maybe you want to check if you are on track for retirement?
- Maybe you need an insurance evaluation from someone who doesn’t have skin in the game?
- Maybe you’ve been laid off and want to discuss what to do with your old 401K?
Whatever is on your mind – you get an hour to be heard and bounce your thoughts off a knowledgeable professional.
If after our time together you decide you would rather enter a relationship with us involving our Financial Planning services we will credit the fee toward our One Time Onboarding Fee.
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