Hardy Reed works with successful families to clarify and focus on the goals most important to them. Through our consultative process, we help clients understand where they are now, identify where they want to go, and address any gaps they have for getting there.
Our team at Hardy Reed, as well as our professional network, then constructs our recommendations and a long-range wealth management strategy to empower clients to make informed decisions and move forward in the areas they care most about.
Hardy Reed’s consultative process unfolds over a series of meetings:
- Discovery Meeting
- Investment Plan Meeting
- Mutual Commitment Meeting
- Initial Follow-up Meeting
- Regular Progress Meetings
You can read more about each of these here.