OUR PROCESS

At Heimensen Wealth Advisors, we view helping our clients protect their assets as more than a responsibility – we view it as a mission. This means that the quality of service we provide far surpasses what is offered at most financial institutions.

We have a disciplined process. We help our clients achieve their financial objectives by developing a comprehensive, personalized plan and by working closely with them to monitor that plan over time. We follow a disciplined four-step process:

DISCOVER

We will work closely with you to understand your goals, values, current financial status, income needs and the future you imagine for yourself.

PLAN

We will develop a written plan or proposal that will be presented to you, outlining recommended strategies that we can track and measure.

IMPLEMENT

We will select the tools and resources needed to implement your strategy and to help meet your unique needs and goals.

MONITOR

We will regularly review the progress of your plan and make adjustments as changes in your life occur.