When first starting our firm, we explored what makes a successful relationship. We wish to create a commonwealth with our clients and want our clients to accept our dedication to work hard on their behalf.
So, let us ask who should consider our services.
Are you a person retired or considering retirement and wants to re-create an income stream from your investments.
Do you own a small business and find you are too busy to plan your personal financial life?
Are you a busy professional who needs assistance in planning so you may enjoy life more?
Would you like to explore reducing your savings, planning for a sabbatical, having charitable intentions, or knowing everything is going to be “okay”?
Do you need more effective ways to communicate your finances with your spouse or loved ones?
Are you looking for advice although you recognize that there is not a “magic product?”
Are you open to advice and seeking a professional relationship?
Our clientele is a small group of individuals and families. We understand there are no oracles or soothsayers that bring quick wealth from special knowledge, so we plan on creating balance in our recommendations. We believe in working within accepted practices while controlling those things we can control like the risk one takes within our values. We are looking for a long term relationship with our clients, so we recognize at the beginning, that we will have wonderful years and challenging years.
Our offices are located in the Chicago area but we will consider clients from other areas. Our most important considerations are whether we feel we can have a meaningful relationship and we like and respect each other. There is a lot of passion when we work with finances, so these attributes are important.
Does this sound like something you are seeking? If so, please contact our offices to schedule an introductory meeting in person ( ch@hessenflowfinancialplanning.com or 847 562-0790).
