We’re Like Personal Trainers for Your Money

Getting You Money-Fit

The way in which we work with clients here at Financial Haus is a lot like the relationship you might have with a personal trainer.

When you hire a trainer, you are motivated to make a change in your life – but you maybe could use some guidance. And the first thing your trainer will do is discuss your goals. Do you want to lose weight, gain muscle, train for a marathon….

We do the same thing with you at Financial Haus. We take people who are motivated to make a financial change in their life and find out things such as: what are your financial goals, what are you currently doing with your money, are you saving, do you have debt….

Working with Your Trainer Advisor

After your initial consultation, we start what we call your Financial Fitness Boot Camp where we teach you about money and how it can work for you. Next, your Financial Haus advisor will put a plan together to help you reach your financial goals. Then, just like a good trainer, they will check-in with you on your progress and keep you accountable and motivated as you progress.

If anything changes in your life: a promotion, an inheritance, a separation, a major purchase…. your Financial Haus advisor will want to hear about it so they can address the change and forecast how it will impact the plan you are following to see if any adjustments need to be made.

Hitting your goals

When you work with Financial Haus, you don’t have to come in with a million dollars worth of assets like you might at some other firms. Your advisor wants to help you get to that point. And so we make it very easy to work with us and become a client with the option to pay at once, or in simple monthly or quarterly payments if you choose. Just like a gym membership, your results will come over time and we want you to stay consistent.

Now Here’s the Catch

Just like any new habit (like getting into shape) taking care of your finances takes discipline and effort. It’s not like the advisors here have a magic wand to wave (although we wish we did!). We can put a plan together and hold you accountable while teaching you what you need to know. But at the end of the day, you’ve got to put in some work to achieve results.

And it takes time. Sure, we think you’ll hit your financial goals faster than you would without one of our plans. But nobody here will promise you crazy returns or overnight success. We want you to be able to stay the course and see the results - just like staying committed to a gym.

Just so we’re clear, specific investment products or services recommended within the financial plan may result in commissions or fees outside of the financial plan fee. That is something we want to be transparent about. You can also take your financial plan and implement it at the financial institution of your choice. The point is, a Financial Haus advisor will never offer you a financial product or service that is not in your best interest. We can’t. Legally. Because your advisor has a fiduciary duty to do what’s in your best interest.