At Heffernan Financial, our wealth management process is designed to guide you from discovery to lasting impact. Every step is built around understanding your unique goals, creating a plan that works for you, and adjusting as your life evolves.
We believe that a structured, personalized approach is the key to long-term financial success. Our process not only focuses on building and protecting your wealth but also ensures that your financial journey aligns with your values—so you can leave a legacy you’re proud of.
Step One: A Unique Discovery Meeting
We start by learning about you—your goals, priorities, and financial concerns. This conversation sets the foundation for everything we do, ensuring that our recommendations are tailored to your life.
Step Two: Investment Consulting
Next, we design an investment strategy that reflects your objectives, time horizon, and risk comfort. Our focus is on building a portfolio that works as hard as you do, aiming for growth, stability, and long-term results.
Step Three: Wealth Protection
Your financial plan wouldn’t be complete without safeguards in place. We help protect what you’ve built through risk management strategies, insurance reviews, and asset protection planning.
Step Four: Wealth Transfer
From succession planning to inheritance strategies, we help you create a smooth transition for your wealth helping to ensure that it reaches the right people at the right time.
Step Five: Charitable Giving
For many clients, giving back is a core part of their financial vision. We help you structure charitable contributions in a way that amplifies your impact while aligning with your overall financial plan.
Your financial journey is unique. Our process ensures you have the clarity, structure, and confidence to move forward—no matter where you are starting from.
