The Hobbs Wealth Process
The Hobbs Wealth Process
Staying on track doesn’t have to be hard. It does require a process. Process is what I do.
Life is too short for financial anxiety. Let’s get you on the right track.
We all know what it feels like to be anxious about making the right investment and financial decisions, constantly second-guessing and then looking for confirmation that you made the right decisions.
Because of this, I created The Financial Blueprint. This was created after witnessing and experiencing over 1,000 other advisors work and consult with their clients. This Blueprint takes the best of what I learned and implements it into a repeatable process for our clients. Hobbs Wealth is a process driven and outcome focused firm. Following a process, that’s historically worked throughout the years, that work towards creating more consistent outcomes is at the heart of what I do. For me, I’ve found that I do my best work with Christian Families by helping them make smart money decisions to work towards making their work/employment optional.
The Financial Blueprint Process
The Financial Blueprint Process
1
Introduction
In this 10-minute call, you'll share your high-level financial goals. We'll move on to a deeper conversation during the Discovery phase if we're a good fit. If not, I'll provide you with DIY resources.
2
Discovery
We’ll work toward two outcomes: Understanding who you are and defining your goals so we can build a plan that evolves and changes as your life does.
3
Planning
After the Discover meeting, I’ll provide a snapshot of your finances as they are today. We use this current breakdown to understand where you’re at and if you’re “on-track” with your current plan. I’ll then start to explain different financial strategies that may significantly impact your current financial picture. A lot of clients call this the possibilities meeting because they start to see what’s possible for them.
4
Blueprint
Your personalized blueprint lays out a process that we can follow throughout your lifetime. It serves as a guide that is flexible to periodic adjustments to ensure you stay on track. At the end of the day, a lot of my job is to work towards financial goal clarity, over time. Your goals will change. Your financial plan needs to be flexible enough to change with you.
What’s next?
You know how your life is constantly changing and just when you think you have “it” figured out you get a curveball? The Blueprint process is built specifically to address changing life goals. Specifically, your goals change over time, so most clients are regularly getting more clear as time passes. Part of my job is to help uncover really what you’re seeking to accomplish, it’s goal-clarification, over time. Then I build a plan that’s flexible enough to adjust as your life adjusts.
You don’t have to have uncertainty about your finances and your future.
