Financial Planning for Everyone
Financial Planning and Coaching for every generation & Every Stage of Life
You're Investing in Yourself, but Are You Seeing the Payoff?
Financial Haus is not your Grandpa’s firm. What may have been considered “sound financial advice” 40 years ago might not apply today.
We were created by millennials with an approach to financial planning that is geared toward helping younger adults start early and build a strong financial foundation for themselves. Then grow with you through any of life's changes. Because a Millennial and a Boomer's financial needs are going to be different. So we take you and your lifestyle into consideration.
And unlike big-name financial institutions that push their own products, Financial Haus provides a range of solutions tailored to your specific needs and lifestyle. Our independence means our advice is always in your best interest, with no pressure to meet quotas or push specific products.
We're Like Personal Trainers For Your Money
Your goal is our goal. Whether it’s building your empire, managing student or credit card debt, starting a business, or growing your family, our advisors can help you reduce financial stress and find vehicles to make your money work for you.
Your financial plan includes:
- Intake and Strategy Session: Fill out a quick intake form and schedule a free, no-obligation strategy session. Your financial coach will review your current financial situation and discuss how our year-long coaching and financial plan works.
- Defensive and Offensive Education: Learn how to protect your financial future and start building wealth with tailored education sessions. Understand the best strategies to safeguard your assets and make your money work for you.
- Ongoing Support and Adjustments: Regular check-ins with your coach to ensure you stay on track. Adjustments to your plan as needed to keep you moving toward your financial goals.
Reach Your Goals with Personalized Financial Coaching
We Can Help Your Money Grow
- Understanding Your Needs: Our process starts with a deep dive into your financial picture. We take the time to fully understand your goals, risk tolerance, and what you envision for your financial future. This helps us create a foundation that reflects your unique needs and preferences.
- Customized Portfolios: With a clear understanding of your goals, we craft a portfolio tailored to fit your investment timeline and comfort with risk. This customized portfolio may include a mix of asset types—like stocks, bonds, ETF’s—chosen to best support your specific financial goals.
- Tailored Investments: We know that each client has unique requirements, so we select investments that align with your income needs, tax situation, and long-term objectives. This personalized approach ensures that your portfolio is a true reflection of your financial landscape.
- Ongoing Portfolio Management: Life and markets are always changing, and so should your portfolio. We keep a close eye on your investments, making adjustments as needed to ensure they stay aligned with your evolving needs and market conditions. This continuous monitoring keeps your portfolio in tune with your financial journey.
