HCP Wealth Planning
I worked with HCP Wealth Planning as a "by the gig" customer, meaning we paid a one time flat fee for a comprehensive analysis of all our financial goals, and the design of a financial plan to achieve them. Kevin is very responsive by email, and is available to meet on weekends and after work hours. In addition, Kevin's approach to financial planning revolved around encouraging us to identify all our financial goals, no matter how crazy they seemed, and helped us realize those goals were not as crazy after all if you can stick to a simple saving plan and keep your cash flows under control. Kevin uses an intuitive electronic platform which allows you to easily visualize your financial plan, and see how your "chance of success" improve or decrease based on changes to salary, expenses,...
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If you are looking for a fee only advisor check him out.
He is very thorough and makes recommendations based on his expertise but is also willing to be flexible based on my personal situation.
I really like the flat rate pricing and the ability to access my data even after our evaluation period ended.
I did a ton of research on financial advisors and found Kevin through an article on a nursing website, this was important to me as he had experience working with other medical professionals.
We where delighted to have Kevin's assistance and expertise in helping us work through finances with our international readjustment, college and retirement plans.
He showed interest in getting to know our family, understanding our goals, and expresses genuine care as he gives valuable, concrete financial advice.
If you are looking for a financial advisor who clearly cares about his clients and doesn't try to sell you something; I recommend working with HCP Wealth Planning.
He takes the time to understand your financial goals and then uses his expertise to help guide you in the right direction to make those goals a reality.
My wife recently stopped working to stay home with our young son, and we engaged HCP to help us review our finances and create a budget and savings plan.
Kevin did a terrific job of organizing all of our information and building out all of the different scenarios we wanted to model.
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