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Provide a Roadmap

Not everything has to be complicated. At JHP we believe in the following philosophy:

  • identifying goals and issues
  • putting together the potential solutions
  • evaluate the options
  • and agree on a plan

We are not the type of firm that insists on getting to an agreement in a certain way. Not everyone works the same. We enjoy meeting with our clients, so if it takes 3 or 10 meetings, we will do what is necessary to get the plan implemented. Whether it's specific product recommendations, developing a financial plan, or just making some simple recommendations, delivering direction to achieving your our goal.