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The Hillis Approach

Our 5 Step Planning Process

The independent advisors at Hillis Financial Services bring a professional approach to using customized strategies that seek to help you grow and protect a lifetime of assets. Our approach ensures your needs and goals drive every decision and remain at the forefront of our planning process. 

A carefully developed plan provides a clear picture of where you are now, where you want to be, and how you will pursue your life goals Through prudent planning and sound investing we can help you pursue financial independence on your terms. 

Our dynamic wealth management approach is customized to meet your unique financial needs and objectives. We follow a comprehensive five-step process designed to determine the optimal approach to managing your assets.

Discovery

  • We listen to discover what is more important to you. We take the time to understand your personal, professional and financial life goals

Education & Analysis

  • We gather information and analyze your current financial situation, including income, taxes, investments and insurance. Once all of these components are compiled, we identify specific areas that need to be addressed to accomplish your goals. We also thoroughly discuss risk/reward characteristics of different asset classes and their contribution to overall portfolio asset allocation. 

Recommendations

  • We will make specific recommendations to help you overcome any current challenges and recommend the optimal blend of investment vehicles for your goals. 

Implementation

  • We will ensure the proper allocation of your assets based on our recommendations. We will also coordinate the services of other professionals (such as your attorney and accountant) as needed to help implement your overall financial plan. 

Monitoring

  • We will conduct regular periodic reviews to measure your progress against your goals and make revisions as warranted by market, economic or lifestyle changes.