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Our Process

We create certainty around life’s uncertain transitions.

Life is full of changes that can leave us feeling unsure about the best path forward. But we are here to help guide people through life's changes with detailed planning and caring support.

We believe that every client is unique, with their own set of goals, dreams, and concerns. Each client is like a gold nugget – important and valuable. We help them find their hidden potential. That's why we take the time to listen and understand your individual needs before designing a personalized financial plan that aligns with your specific circumstances and aspirations.

We are financial planning based, not just investment selection based.

We are financial planning based, not just investment selection based.

A detailed financial plan cannot only be based on our team's industry knowledge and market experience. It has to be rooted in the client's experience, values, and goals. We believe that building strong relationships is the key to diving deep into understanding our clients.

We always start by thinking about what they want to achieve in the future. Then, we create a map to guide them on their journey.

We want to help them make smart choices about their money for themselves and their future generations.

Understanding The Financial Planning Process

The financial planning process helps you understand where you stand financially, identifies where you want to be financially in 10, 20, 30 + years from now, designs a customized financial plan to help you get there. During a financial review, your advisor will help you:

Our Technology

Our Technology

Our clients are pleased with our technology-driven approach which allows us to provide efficient and convenient data. Our user-friendly online platform enables you to track your investments, set financial goals, and monitor your progress at any time, from anywhere. We believe that technology should work for you, making your financial journey seamless and stress-free.

Award-Winning eMoney Financial Planning Technology

eMoney offers clients a real-time, on-demand financial experience.  Along with eMoney, we can help you gain control over all the moving parts in your financial life.

Our Process

Albridge delivers clients a single, comprehensive view of all investments and consolidated reporting.

Our History

Clients also get access to financial goal tracking, unlimited document storage, mobile web access, and more on eMoney.

Our Values

Clients can access their Cetera statements, investment accounts, and trade confirmations on AdviceWorks.

Our Resources

NetX Investor gives clients instant access to brokerage and advisory account statements, tax statements, trade confirmations, and more.

Know what your money is doing for you!

Set up a call or meeting with a Hays Breard Financial Group advisor.