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Financial Planning

There are a lot of pieces to the financial planning puzzle. Park Hill Financial Group helps you organize those pieces into a consolidated and customized plan to fit your most important goals.

Step 1

During the introductory meeting, a brief description of services and philosophies will be provided. If the services meet your needs, analysis will be conducted to discover where you are with your current financial situation.

Step 2

Next, you will work with a team member to develop your goals, values, and vision for your financial future. Using years of knowledge and experience the team will prepare an initial report and customize financial plan for you to review.

Step 3

Once you are comfortable with a plan that fits you and your life, it is time for you to take control. Proper implementation of a financial plan is crucial to reaching your financial goals.

Step 4

You will meet with your advisor periodically to assess your financial plan’s progression then make necessary adjustments. Financial planning is an ongoing process, not a one-time event.