Personalized Financial Planning
Your Goals are Our Goals
What are your goals? Where do you see yourself in 10, 20 or even 30 years from now? No matter the path you choose, having a strong financial plan will help get you to where you want to be. MJH Financial meets you where you are and works with you to build your customized financial plan, except we call it building Your Money Puzzle! At MJH we believe financial concepts and products fit together like a jigsaw puzzle, and we specialize in putting those pieces together in a way that supports your goals, while safely creating your financial future masterpiece!
Six Steps to Putting Your Money Puzzle together
Your finances as a Jigsaw puzzle, all the pieces must fit together seamlessly to create the picture on the front of the box. We work together to identify what you want the picture on the front of the box to look like. Then, and only then do we look at which pieces put together to create that.
Goal Setting
Identify your future financial and lifestyle goals and realistically assess the cost you will need to attain them.
Goal Building
Let us create a framework to help you reach your financial goals. Keeping you informed every step of the way, we will work with you to create an agreement that outlines your path to success.
Create your Money Puzzle!
We will produce a detailed review of your customized financial plan. Our relationship is built on trust, and we will always provide you with a thorough review before making any adjustment or strategies.
Building & Maintaining Your Wealth
Your financial journey is designed to keep you informed and in control. Driven by your success, our expert advisors will guide you through quality institutions and portfolio managers to ensure your investments are protected as you reach your financial goals.
Keeping your Money Puzzle Intact
While life can be unpredictable, your financial success does not have to be. MJH Financial specializes in proper Risk Management and Estate Planning, safeguarding your finances and your future.
Continual Review
Life is full of unexpected changes. At MJH Financial we work with you to review your Money Puzzle periodically, adapting to changes as they happen. No matter how life changes and your goals grow, we will be there every step of the way keeping your success on track.
We believe in the right fit.
Will Rogers said “I never met a man I didn’t like”, not I never met a man I didn’t trust.
When it comes to your finances, you need someone who understands you and who you can trust. Like Will Rogers, we tend to like everyone, but we only work with a few. Our relationships are built on mutual understanding, respect, and trust. If you think we may be a good fit for you, please reach out. Our first meeting is always complimentary, we love talking shop.
