Our Approach

One of the most unique aspects of our process is that we view your financial picture from all angles and address your most pressing financial concerns holistically. Just as you wouldn’t start building a house without planning all the necessary aspects, we don’t start building a financial plan until we have a complete understanding of your unique wants, goals, and objectives both personally and professionally.

Wealth building is both art and science; it demands the integration and coordination of many factors. Using a wide-angle lens, Howell Wealth Management, supported by The Bulfinch Group, helps individuals and families organize the many facets of their financial world including;  investments, insurance, cash flow optimization, retirement income planning and estate & legacy planning. Our process includes:

1. Discovery - We need to understand your personal situation and how we can best serve you. We will first get to know you personally, as human beings, not financial statements.  We will learn what is important to you and your family.  We will discuss what concerns you the most as well as your past financial experiences, your short, medium & long-term goals.
2. Analysis - Together, we will review your situation and  co-create a plan of action. In this process we build your plan together allowing you to gain understanding how all the elements fit together.  By viewing your financial picture from all angles, we craft a plan that is right for you and your unique personal goals.
3. The Plan - Financial planning isn’t an event, it is a process. Together, we will craft your plan, educate you on all your options, and make changes as necessary.
4. Implementation - Through coordination, integration, and detailed product selection, we will implement the financial strategies we worked on and what YOU decided was best for you and your family.
5. Ongoing Monitoring - Our plans are designed to grow with you through life and market changes, not sit on a shelf and collect dust. We will meet regularly, monitor your complete financial world, and make changes only when necessary. This ongoing relationship is at the core of what we do.

Clients often tell us that we are good listeners and care deeply about their success. Through this open-minded approach, we are able to serve as your financial partner, confidant, and friend. Contact us today to get started.