Listen, the world is completely different for us than it was for our parents and grandparents. Technology, student debt, upward mobility, and housing costs have have presented us with unique challenges. Financial Haus was designed to deliver modern and realistic financial advice and services to you.
As Millennials – we have to take care of each other, build each other up – the future depends on us. Our kids, and one day their kids, depend on the actions we take today. And it’s what you do right now – that will have an impact on that future.
We have tailored our services to work with you and the stage of life you are at; all with the goal of progressing you and your finances ahead each month, each year. You can think of this as fitness for your finances, which is why our financial planning fee model mirrors that of how a personal trainer is compensated. Depending on where you are in your life and the goals you have, our fee and relationship can meet you where you are and grow with you over time.
This is also not a set-it and forget-it firm. We thoroughly believe in teaching you about financial health so as to empower you to take control of your finances and future growth.
When you join us, you can expect to have fun! And you can expect to be pushed and be held accountable to your financial goals. Just like your trainer, you can expect to see us on a consistent basis. And you can expect our advisors to take your finances very seriously while being honest and empowering to you. Sure, we are a financial mentor and coach, but also a friend.
Our process establishes a meaningful long-term plan for your goals. We have a means of tracking your progress holding you accountable to the plan every step of the way. Then, we need to adapt, make changes as needed, every year.
When you are ready to get started with improving your financial situation, click over to the Start Here section of the site. That’s where financial bootcamp begins. The Contact form below will give our team members a head start on preparing your first 1-on-1 meeting!