Once prospective clients have a sense of our firm and philosophy, the next step is understanding what’s involved in becoming a client of Hill Investment Group. We have a simple, four-step process: 1) Discovery, 2) Planning, 3) Commitment, and 4) Review.

Over the coming months I’ll detail each step of the process, but for now let’s start at the beginning.

DISCOVERY
In order to build the most accurate and complete long-term financial plan, we believe it’s critically important for us to learn as much as we can about you and your family. Why? Our experience has taught us that no two families are alike, and, therefore, no two investment plans are alike. Our goal is to create a completely custom plan that fits you and your goals.

Using a comprehensive mapping process, we capture details about financial and non-financial aspects of your life—key relationships, goals and life priorities. We visually organize the information, and the resulting document becomes a living, breathing tool to capture changes in your plan over the course of our relationship. Seeing everything in one place allows you—and us—to identify gaps that need to be closed.

Done properly, we will know you better than anyone that doesn’t share your last name. It’s a great long-term fit for those who want to feel understood.

Click here to read a detailed description of the entire process.

When we founded Hill Investment Group in 2005, our aspiration to do something unique was at the core of every decision we made. Yet, even then, we never dreamt of building the team that we have today. We recently brought the entire extended family together in St. Louis for a ninth anniversary celebration (pictured above). We found ourselves feeling overwhelmed with pride in what we’ve accomplished and excited to see what comes next…for our family and yours.

We want to make sure you catch some of our shorter bits throughout the month on social media. To that end, here’s the sampling from the past month. Henry Bragg is developing a habit of catching beautiful long views when he travels.