Using our unique Dreams Planning Process™ and through three key steps - Discover, Create, and Take Action - we are able to identify your unique needs and design a plan to set you up to design a plan that work towards your goals and dreams in an efficient and systematic manner.

With Hutton Financial Advisors, you get more than just an advisor, you get a team that is dedicated and committed to you, your family, and most importantly, to “helping you reach your dreams.”

DISCOVER

The Discovery Profile

• Explores your current situation
• Basic introduction to your life and needs
• Organizes and identifies your financial resources

The Discovery Conversation™

• Discussion of your personal needs
• Review of your Dreams, Obstacles, and Strengths
• Identifies goals that will shape planning

CREATE

The Strategy Building Gameplan™
Builds upon The Discovery Conversation™

• Identifies opportunities and ways we can help
• Framework for your unique plan
• Internal process of strategizing for your needs

• The Strategy Shaping Meeting™
• Overview of proposed Dreams Plan™
• Fine tuning of The Dreams Planning Process™
• Details services we offer that can help you
• Allows you to choose what services you want
Sets stage for The Dream Implementation™

TAKE ACTION

• The Dream Implementation™

• The Retirement Dreams Plan™
• The Tax Strategy Plan™
• The Legacy Plan™
• The Personal Spending Plan™
• The Wealth Management Plan™
• The Risk Management Solution™

The Dream Review™

• Ongoing assessment of planQuarterly ReviewSemi-annual ReviewAnnual ReviewPhone ReviewGuides the Dreams Plan™ into the futureAllows for flexibility