Your first conversation with HUB Wealth Strategies will be centered around getting to know each other and determining if we are a good fit in the partnership of a working engagement. We believe in building meaningful and lasting relationships with our clients. We focus on you and your family, not just your financial footprint.
Once we get to know each other and determine that moving forward together is the right step, we will begin to modeling and discussing your data and present financial position to conduct what we refer to as “The financial MRI.”
In our planning philosophy there are (4) themes:
- Avoid/Transfer Financial Threats – Specifically their consequences.
- Cash Flow/Income is the center of fostering financial outcomes
- Fulfill Obligations
- Pursue Opportunities (both known and unknown)
HUB Wealth Strategies is dedicated to providing a diverse, inclusive and collaborative culture that serves all with the utmost respect. We endeavor to build lasting relationships that allow our clients to live their best life. A life of fulfillment, confidence, empowerment and freedom.