Discover how to create a plan that gives you confidence you will no longer have to worry about money.

Financial Planning Process

Stone Hill Wealth Management offers a Financial Check-Up package that includes a 60-minute call with a financial advisor. During this call, you will receive advice on aligning your investment portfolio with your goals and risk tolerance. The fee for this package is $500.

What should you expect?

First, we will ask you to briefly outline your financial goals and what you expect your investment portfolio to achieve. Then, we will review your portfolio together. If we determine that your investments are well suited for your long-term goals, regardless of market conditions, we will gladly confirm this and provide you with peace of mind that you are on the right track.


However, if we find that some of your investments no longer align with your goals, we will explain why in simple terms and recommend alternative options.

1


where are you now?

We will analyze your current portfolio to get a snapshot of where you are now relative to your lifestyle.

2


what are your goals?

We will work together to establish new goals that will meet your financial needs.

3


Invest Long term!

The best way to achieve your goals is to think long term. Slow and steady wins the race.

We don't sell products

Get objective advice from someone who is not incentivized  by selling products that only pay out high commissions. I'm a fee only advisor that is looking out for your best interest at all times. 

Get A Personalized Plan

Get a financial plan that is designed to grow and adapt as your wealth is building. As your needs and desires change, so does your plan to stay ahead of market changes to meet your retirement goals.


Book a time to discuss your financial goals with a wealth manager to see which financial planning package is right for you