The Value of Working with Hallmark Wealth Strategies

Organization

We help bring order to your financial life.  This involves organizing at both the “macro” level (investments, insurance, & estate) and also the “micro” level (cash flow).

Partnership

We attempt to help you achieve the best life possible by working with you, not just for you.  This involves taking the time to clearly understand your background, philosophy, needs, and objectives.  We also offer transparency around our own costs and compensation.

Education

We provide the necessary resources to facilitate your decisions and explain the options and risks associated with each choice.  We are happy to dig into the details for our more analytical clients.

Proactivity

We work with you to anticipate and prepare for inevitable life transitions.  We regularly assess upcoming transitions and create the action plan necessary to address and manage them ahead of time.

Objectivity

We bring insight from the outside to help you avoid emotionally driven decisions in important money matters. We are available to consult with you at key moments of decision-making and disclose our own potential conflicts of interest.

Accountability

We help you get things done.  Once we agree upon a course of action, we show you the steps you need to take and regularly review your progress towards achieving them.

 

 

 

Source: Mitch Anthony, "Moving from ROI to ROL"