What To Expect

The Start of Your Haus Plan

Welcome to Financial Haus and the start of your financial fitness journey. This is an important first-step in creating the financial plan to reach your goals.

We’ll be guiding you through a process so that you and your Financial Haus advisor can get to know one another, create a plan to reach your goals, and stay connected and motivated at every stage and change of your life.

Check out how that process unfolds and what to expect. Then fill out the intake form on this page. We’ll ask you some basic questions about your current financial state. The more accurate information you can provide, the better prepared your advisor will come to your first meeting.