Our 6-Step Process

6 step process

Step 1: No-Obligation Discovery Interview. At this meeting, a CERTIFIED FINANCIAL PLANNER™ will listen to your financial concerns and discuss what financial planning can do to help you achieve your financial objectives.

Step 2: Gather Information. Once you decide to retain MH Wealth Managment for financial planning services, we move on to the next and most important step: data gathering. This is where we learn about all of your financial goals, objectives, assets, liabilities, income, expenses, and other relevant information. The foundation of a financial plan is having a clear understanding of who and what you are. This information is kept strictly confidential.

Step 3: Analysis and Development. A preliminary analysis of the information about you is prepared. This includes reviewing all of your objectives and determining if they are feasible. Your planner may consult, with your permission, with your attorney, accountant, or other advisor to make sure the data is complete.

Step 4: Plan Presentation and Delivery. After all of the alternatives and information is analyzed, a final plan will be presented to you. The final plan is a written document prepared especially for you by your planner. It contains specific recommendations designed to help you meet your financial goals and objectives.

Step 5: Implementation. Your financial planner, acting in a fiduciary capacity, will explain how you can act on the specific recommendations in your financial plan. Implementation, many times, will involve the purchase of financial and/or protection products. These products and services are offered by MH Wealth Management; however, you have no obligation to purchase said products and services from our firm. 

Step 6: Monitor and Update as Needed. In life, one thing is constant: change. Each year, and perhaps more frequently, your income, investments, assumptions, and objectives will change. This is why we engage regularly with our clients to ensure that we are always abreast of any changes occurring in our clients' lives.