A 2022 Financial Wrap-Up Checklist
A 2022 Financial Wrap-Up Checklist The end of the year is the perfect time to tie up any loose ends with your finances and get ready for the year ahead.
Take bold steps in life with
financial clarity & confidence
Wealth planners who help driven professionals gain peace-of-mind
Maximize your joy in life
Getting the most out of life begins with clarity around your life vision: what you value and the life goals you desire. We create a plan using integrated strategies applied to retirement, investments, insurance, tax and your estate to ensure your resources align with this vision.
Then, while you hustle to grow your business or career, we’ll remain meticulous about ensuring all financial decisions that support this growth maximize your greatest return and support your life vision.
Hutchison Whitehead Wealth Management is a fee-only, fiduciary Registered Investment Advisor.
Whether you are a small business owner, or a professional who thinks and runs their division like an owner, one thing is true:
You’re ambitious and have big visions for your life. Within your professional and personal life, there are many moving pieces and parts. Playing big means making complex financial decisions and with that, unforeseen risks and blind spots are inevitable.
We are on the lookout for your Financial Blind spots.
We see around those corners. We take in the whole situation, oftentimes a chaotic set of variables, and boil it down to what really matters. We know what’s important to focus on, what the risks are, and we help you make informed decisions.
We are advocates of your life vision. We help you define your values and goals and then implement a plan to keep you on track, so that your vision becomes a reality.
How we can help you
FINANCIAL PLANNING
Our process begins by fully understanding your concerns, what you value and your personal money script. We work to find solutions that seek balance among all of these considerations. We conduct an extensive evaluation of your entire financial picture and find the most advantageous solutions to asset allocation, asset location and tax efficiencies. It’s this holistic, personalized approach that serves our mission: ensuring you reap your greatest joys from life.
INVESTMENT MANAGEMENT
What underlies our process is unique to each client, because your values and goals create the structure within which we make our recommendations. And, the solutions we use to structure your portfolio have been tested, repeated and refined over many decades. It’s the congruence and confluence of this from which we structure your portfolio.
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OUR TRUE WEALTH® PROCESS
Numbers are not the only part of your story. You also have a very personalized “money script” which informs how you feel about money and how you want to use it.
Whether it be a business partner or a life partner, you may come to the table with different beliefs and behaviors with respect to money. Whether money is viewed as freedom, security or a vehicle to accomplish a specific goal or create certain experiences, our financial recommendations and the way with which we communicate are delivered through the very lens that you and your partner care about.
There are multiple ways to get to your financial and personal goals. If we get to know you and truly listen to what you value out of life, we can better align your resources, time and efforts with what’s most important to you.
Together, let’s maximize your joy in life!