When you begin working with the advisory team at Hankinson Wealth Management, we become your “Personal Chief Financial Officers”. We have developed a systematic consulting process designed to get you results.

A Detailed Look at Our Process

1.  The Discovery Meeting: During our first meeting, we will have a conversation in our office where we help discover what is most important to you, articulate your financial goals, and benchmark your current financial situation. We will build your Financial Road Map®, and the end result will be a gift of clarity and inspiration.

2.  The Implementation Meeting: Creating a strategy to accomplish your goals and not implementing that strategy is like planning a vacation, but not taking the trip. We will review your Financial Road Map®, guide you through the Action Plan, and sign all necessary paperwork to start implementing your Action Plan.

3.  The 45-Day Meeting has several purposes: to help you understand and
organize your financial paperwork, to update you on your progress with your Action Plan, to place short-term progress into a long-term perspective, and to answer your questions. The end result will be a renewed sense of clarity and inspiration.

4.  Regular Progress Meetings: After The 45-Day Meeting, you will experience our Regular Progress Meetings every 90 days. During each of these meetings, we will review your Financial Road Map®, your Progress Reports, and your Action Plan. You are encouraged to ask questions. This is a wonderful opportunity for you to open up about any questions or issues you may be facing. Remember to keep us informed about changes in your life so we can adjust your plan accordingly.

Each Progress Meeting will have one of four themes:

•  The Comprehensive Safety Review focuses on Wealth Protection and Wealth Transfer.

•  The Goal Progress Outlook focuses on Wealth Enhancement and Charitable Gifting.

•  The Big Picture focuses on Wealth Enhancement and your Intelligent Investing Strategy.

•  The Financial Road Map® Update focuses on a complete update of the Rest of Your Life Plan and the resulting Action Plan.

Hankinson Wealth Management, Inc.
Augusta – (706) 722-4909    •    Lake Oconee – (706) 454-0790

Important Disclosure Information
Financial Road Map® is a registered trademark of Bachrach & Associates, Inc.
© 2008 Hankinson Wealth Management, Inc.