The Guidance You Deserve
Behind every individual, family and business is a unique story – a story filled with dreams, ambitions and celebrations of success. We take the time to learn about your story and your financial vision. Drawing on a family of financial experts, we create a personalized wealth management strategy that helps you achieve your financial goals and prepares you for the next chapter of your life.
Step 1:
Getting to Know One Another
Starting with a face-to-face meeting helps us understand what motivates and inspires you, We discuss goals and objectives, financial situation, time horizon, and risk tolerance and how it affects your decisions on everything from your children’s education to estate planning.
Step 2:
Analyze & Plan
We create a plan to meet those goals followed by an in-depth discussion each aspect of the plan, so you fully understand it and are comfortable with the diversification that focuses on reaching your goals, while striving to minimize risk and volatility.
Step 3:
Investments & Monitoring
After plan implementation, we continuously monitor your investments performance, relative to appropriate benchmarks and your goals.
Step 4:
Periodic Reviews & Updates
We inform you of the progress toward your goals and portfolio performance by phone and periodic face-to-face reviews. We address any life changes that require adjustments plan.
Your Support Team
Led by financial advisors Kim Haws Falasco and Kim Miller, the Haws Falasco Miller Group is a team of seasoned, compassionate professionals whose top priority is making a positive impact on our clients and in our communities.