|address| 236 Public Square Suite 202 Franklin, TN 37064 |phone| 615-651-1456
Our Process
From our first conversation through every milestone in your life we operate using an established process that will serve you through all of life's twist and turns. Relying on our proven framework is how we strive to foster confidence and trust from our clients, even in the scariest of times.
Our Process
Get To Know You
Understand Your Goals
Understand Your Goals
- We listen to your story and get to know your situation
- Answer your questions about Harpeth Wealth Partners
- We lay the framework for a real connection with our clients that will serve as an important foundation for a lifelong relationship
Understand Your Goals
Understand Your Goals
Understand Your Goals
- Learn what matters most you (retirement, education, business, etc.)
- Assess your risk tolerance
- Discuss potential solutions for your specific financial situation
Create A Plan
Understand Your Goals
Create A Plan
- Create your long term financial road map
- Recommend portfolio allocations
- Educate you and ensure you are confident in your investment strategy
- Review your holistic financial picture and make adjustments when it is necessary
Implement
Ready to get started?
Create A Plan
- Transition any existing accounts from other locations
- Build your diversified investment portfolio
- Build and provide access to your online Harpeth Wealth Client Portal
Manage
Ready to get started?
Ready to get started?
- Active daily portfolio monitoring and management
- Periodic portfolio analysis and strategy sessions
- Provide personal and strategic coaching through major financial decisive points in life (Home buying, sending kids to college, starting a business, tax implications, etc.)