Financial Planning

Our first step in any client relationship is preparing an in-depth financial plan customized for each client and presented in an approachable and practical manner. We create a living document that directly influences investment recommendations, cash flow generation and assists in identifying additional planning considerations and ongoing changes to risk management decisions.

Financial planning is often considered overwhelming and stressful. At Hierax Wealth Partners, our goal is to take all the pieces of your financial life and bring them together in a clear and uncomplicated manner which provides you with a defined strategy to help meet your goals. We will provide a comprehensive, written review of your current investment allocation and holdings, taxes, estate plan, insurance coverage, real estate, stock options and business assets.

We utilize robust financial planning tools in conjunction with our deep experience as CERTIFIED FINANCIAL PLANNERS - providing accurate, real-time assessments of your financial status in relation to your goals. We also understand circumstances may change – which is why our thorough process includes various “what if” scenarios to show you the impact of various decisions on the overall success of your plan.

  • Learn more about our founders, our vision, and how we can help you implement your complex financial needs and goals.

  • Contact Us