Financial advisors often say, "My goal is to help you sleep better at night, " but there's a problem with that goal. Our average client has at least $1.5M of assets in our care, so sleepless nights are usually by choice and not from money stress. What are you looking for? It's a simple question, innocent enough.
And yet, if you're like so many of our clients, you have what you need, but what do you truly want? As an entrepreneur, business owner, and financial advisor for the past 20 years, I intimately understand the financial challenges you may be facing. Ironically, my own story includes some embarrassing money mistakes, but also, financial success after rewiring how my brain saw money.
And yet, if you're like so many of our clients, you have what you need, but what do you truly want? As an entrepreneur, business owner, and financial advisor for the past 20 years, I intimately understand the financial challenges you may be facing. Ironically, my own story includes some embarrassing money mistakes, but also, financial success after rewiring how my brain saw money.
Services
Fiduciary - a person or organization that acts on behalf of another person or persons, putting their clients' interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other's best interests. We aim to treat you like we want to be treated.
Sure, in reality almost anyone could start a financial advisory firm. For us, it's not about money - that's simply the vehicle - our purpose extends far beyond just dollars and cents. We're here to help you reimagine what's possible. No matter your history with money, we know what's possible with the right mindset and support.
You won't find a more dedicated and passionate team of financial advisors. Confession: that's one of the few guarantees we're allowed to make as financial professionals. Imagine a financial firm of dedicated, highly experienced financial advisors. They have an enviable amount of financial education, a track record of impressive results, and a myriad of data-driven resources with real-life stories to guide any financial conversation.
What would you say is the approximate current balance of funds you have in brokerage accounts, IRAs, Roth IRAs and other investment accounts that are earmarked for your retirement?* What is the approximate balance of your (and your spouse or partner's) current 401(k) plan?* What do you want to tell us about the other pieces of your financial picture?
The Money Blueprint is profit coaching that puts you in control of your business finances for good. No more Head-in-the-Sand Syndrome. No more fear, stress, or shame. Simply total confidence. Many highly successful business owners never live the life they dream of because they're trapped in money overwhelm or can't quite figure out how to turn their business income into personal wealth.
Reviews
Be the first to review Hendershott Wealth Management.
Write a Review
