Investment Management & Guidance 

<strong>A Client First Approach</strong>

A Client First Approach

At Hope Wealth Planning we believe trust and transparency is the key to building long term relationships. Our simple fee based approach to investment management means we work for our clients and don't sell products and are always working for our clients best interests.

Together we create a strategy around your goals, considering your needs, time horizon and investing objectives. As your life evolves and develops, we grow with you and make needed changes or adjustments providing transparent and clear guidance at each step of the way.

Getting Started

1. Goals- the beginning

During your complimentary discovery meeting we clarify your current financial situation, learn more about your goals, and focus on answering your questions. 

2. Planning- the road map

Next we begin creating a road map of how we can aim to reach your goals. 

3. Investment Portfolio- the vehicle

Once we know your goals and have a plan, then we tailor a portfolio using the most appropriate investments with long track records.

4. Guidance- the journey

We provide guidance on your journey with open communication as we monitor your plan and investments.

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