How We Plan

We create financial plans that are customized, personalized and optimized to help you meet your goals.

At Hobart Wealth, we strive for three things: uncompromising integrity, honesty, and transparency. Since our founding in 2004, we’ve provided individuals with straightforward financial planning with a personal touch. We work to develop client relationships that are built upon trust, shared values and mutual respect.

When you first meet with us, we’ll spend some time digging deeper into who you are and what you want most from life. Putting the focus on you allows us to discover how we might potentially serve you and if we’re a good match for you. Should we mutually decide to work together, we’ll meet again to expand on our initial conversation. This time, we’ll deploy our 5-step planning process digging deep into the details of your current financial picture and sharing our insights from our initial meeting.

Sharing our thoughts with you and following this process will allow us to design a financial plan by carefully selecting strategies for you.

After we’ve reviewed your plan together, our team will coordinate all the details to put your plan into place. You will receive regular updates about progress, as well as occasional requests for more information when needed.

Once your strategies are implemented, you’ll receive regular reviews where we’ll talk about the progress you’re making. We’ll also discuss any adjustments we need to make to your plan. Between financial plan reviews, you can expect to hear from us frequently through our emails, newsletters, special events and more.

5-Step Planning Process

Customized Plans Designed Just for You

We use our five-step planning process to uncover what you truly want and find the right solutions to fit your needs.

identifying your goals

Your Goals

investment planning

Examine Your
Current Situation


Creating Your
Financial Plan


Your Plan


Reviewing &
Updating Your Plan


Identifying Your Goals

Everyone envisions retirement differently. What does retirement look like for you? How do you want to spend your time and who do you want to spend it with? In order to build a plan that fits you, we have to get to know you first. We’ll have a conversation to explore who you are and what you truly want from life, both now and in the future.


Examining Your Current Situation

In order to draw an accurate plan to get you to your goals, we need to know where you’re starting from. We’ll examine your current financial statements to uncover:

  • How much money you have saved
  • What account types you currently own
  • How much risk is appropriate for your portfolio
  • How much time you have before retirement


Creating Your Financial Plan

Our investment plans are never one-size-fits all. Instead, we build strategies based on your personal situation. We take a disciplined investing approach designed to keep you on track towards your goals but also flexible enough to adapt to life as it happens.

Your well-developed investment plan can help you limit exposure to unnecessary risk and maximize your results. As independent financial professionals, we seek out the best investment options for our clients and search for the best managers to fit our clients’ needs.


Implementing Your Plan

Once we’ve created your plan, it’s time to put it in motion. But don’t worry – we’re here to guide you through every step of the process. We’ll help set up new accounts, transfer funds, and make sure nothing gets overlooked as your plan goes into effect.


Reviewing & Updating Your Plan

We don’t just “set it and forget it.” Once we implement your plan, you’ll receive regular reviews and information regarding your accounts, ensuring you’re making toward your goals. We’ll also adjust your plan as you experience major life events or your goals shift.