Financial Planning for your Life
Financial Planning for Millennials & Your Parents
We're Like Personal Trainers For Your Money
Financial Bootcamp Training
Client Analytics and
Take-Action Financial Coaching and Guidance
For Any Generation
Financial Haus is not your Grandpa’s firm. What may have been considered “sound financial advice” 40 years ago might not apply today.
Financial Haus was created by millennials with an approach to financial planning that is geared toward helping younger adults start early and build a strong financial foundation for themselves. Then grow with you through any of life's changes. Because a Millennial and a Boomer's financial needs are going to be different. So we take you and your lifestyle into consideration.
Not only are Financial Haus advisors qualified to help you on your financial journey, they understand the challenges facing people today, and how to take a realistic approach to helping you achieve your financial goals - no matter what age you are. View our Customer Relationship Summary
Find A Plan That Fits
Your Financial Coach
Hey! You’ve got to start somewhere, right?! You’re out there making it on your own and taking care of number one. Now you’re ready for what’s next. This program helps you if you’re starting from scratch or if you’d consider your situation not too complex.
- Debt Management
- Insurance Review & Recommendations
- Customized Savings Plan
- Annual Action Plan
Your Level-Up Champion
If your situation has several moving parts (or you want it to!) this plan might be best for you. It’s for those whose situation has some complexity: maybe you have various assets or accounts, maybe you’ve found ‘the one’ and are growing a family, or you have an analytical brain and want comprehensive projections and customized strategies.
- Everything from the above plan +
- Investment and Portfolio Reviews
- Tax Conscious Investment Strategies
- Retirement Income Planning and Strategy Design
- Major Life Event Planning
- Preliminary Estate Planning
- Income Protection Planning
- Semi-Annual Action Plan
Your Wealth Strategist
If you’re wondering how you even found the time to read this page, then this advanced program is probably for you. It’s for those with highly complex situations managing acquired assets: maybe some real estate, a small business or various investment accounts. If your plan needs coordination with outside professionals to protect and grow your wealth, this option might be best for you.
- Everything from the Coach & CFO plans +
- Customized Accumulation Strategies
- Coordination with CPA & Attorney
- Cash Flow Strategies
- Retirement Planning
- Legacy Planning
- Special Project Planning
- Quarterly Progress Reports