Addressing Your Finances
Through Each Stage of Life
From our initial interaction, we aim to show you how crucial the planning process is to providing the greatest probability of success. We begin with carefully understanding your goals, needs and objectives, before designing a plan around them.
Whether it’s celebrating a success, providing encouragement during hardships or helping bring to reality the future that you desire, we prioritize you above all else at Harvest Wealth Group.
Here’s What It’s Like To Work Together
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Step 1IntroductionWe’ll begin by getting to know one another and discussing your unique personal and financial interests, as well as your current financial picture.
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Step 2Information GatheringOur team will then take a deeper dive into recognizing your values and financial vision. By discovering what’s important to you, we can help build a clear roadmap of how to get there.
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Step 3Financial Planning SessionBased on your values and goals, we will present our recommendations on how to move forward as well as what changes should be implemented to work toward financial success.
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Step 4Investment ManagementYou may be interested in learning more about how to best develop your portfolio. We’ll discuss your tolerance for risk alongside your long-term goals to determine a path for you and your family.
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Step 5ImplementationIf we agree that these steps work for you, we will move into implementing them into your current lifestyle. We will also make sure to address any areas of concern that you may still have.
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Step 6Review & MonitoringOver time, we will monitor your plan to ensure they are still performing in a way that meets your goals. If your circumstances have changed, we will make adjustments accordingly.
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