Broker Check

1661 US 231 South
Crawfordsville, IN 47933

Phone:  765.361.3343
Fax:  765.361.3342

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Hoosier Heartland
Financial Services

 

Our Planning Process

Establishing and Defining our Relationship

  • Initial meeting over the phone or in person
  • Intended to answer questions you may have about the services we provide and how we may be of service to you
  • Information exchange
  • Compensation arrangements
  • Duration of the engagement
  • No specific recommendation will be made during this time

 Discovery

  • Identify what is important to you right now
  • Identify your fears and concerns
  • Find out what people and causes are important to you
  • Inventory your assets, liabilities, benefits, income sources, and expenses

Analyze and Evaluate

  • Determine where you are now and what you value most
  • We assess your overall financial strategy
  • We analyze your financial information
  • We identify your immediate needs, strength and weakness and products to be considered
  • Determine your best opportunities on which to capitalize

Create a Roadmap

  • We offer recommendations that address your goals, based on the information provided
  • Review recommendations to allow you to make an informed decision
  • Address any questions or concerns you may have and revise recommendations as needed

Set the Plan in Motion

  • We apply the planned strategies based on the decision you made
  • Complete required documents
  • Utilize the processes targeted toward your financial goals

Monitor and Review

  • Agree upon meetings to monitor progress toward your goals, propose new alternatives, and reestablish future goal and objectives
  • Update you on your investments and economic considerations
  • Ongoing communication