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 goal...is our goal.