At Hoyt, Lewis and Associates, we don’t take a cookie-cutter approach to designing a financial plan. We listen to you and your family’s needs, concerns and goals, and then create a customized plan that will help you work towards the financial future you desire.
Our comprehensive approach to financial planning focuses on all stages of a client’s financial life to build one cohesive plan — a plan that empowers you to pursue your goals and aspirations at every stage of wealth building and preservation.
We begin by completing a balance sheet together and then we have detailed conversations to understand what is most important to you. We then analyze and create encompassing strategies that take into account the entire financial picture and life goals. We complete the circle by continuing to monitor and adjust the plan as life happens and plan variables inevitable change.