August 19, 2015

Why do we choose to work with women in transition and women business leaders?

Written by Andrew Hunt

Why do we choose to work with women in transition and women business leaders?

Nearly every day we get some iteration of the question: “I saw on the internet that your firm focuses on working with women – why?”

It’s been our experience that:

  • There is a real need for sound financial advice when experiencing a transition such as the loss of a spouse.
  • We value partnership and collaboration and we have found that many women feel the same way.
  • Women can often be overlooked and underserved in the planning and investment process – our mission is to change that.

HHWM focuses on fostering meaningful relationships and we intentionally limit the size of our practice. We do this because is gives us the ability to be available for each client and to be able to promptly respond to needs. We can actually have a meaningful understanding of the unique situation each client faces.  An added bonus is that we are also more successful in the implementation and execution of our recommendations.

Our role is really to be three things: a coach, a cheerleader, and an accountability partner.

Most people intuitively know how to build wealth – spend less than you earn. It’s pretty straight forward, but where to save and what to invest in can be an enigma. This is where coaching comes in to play. We have to write up the game plan to be able to know which play to run at any given time. That’s our starting role – to coach up our clients to a place where they can articulate the game plan and execute.

If you lost 30 pounds and I ran into you at the grocery store, I would probably say Wow! You look great, keep up the awesome work! That little bit of encouragement might be enough motivation to get you to the gym after a hard day at the office or a night with no sleep.

If you saved $30,000 there is no way I could tell just by looking at you – but that doesn’t mean you don’t need encouragement to keep it up! Our role as a cheerleader is to celebrate those successes with you and give you the extra boost you need to keep up the progress even when it is a grind.

There is nothing like volatile capital markets to make you start questioning your investment game plan. A great accountability partner is the driving voice of reason that reminds you of the goals you set out to accomplish. That partner will also remind you that markets move through cycles – they move up, and move down. Our third role is to be a proactive accountability partner to help our clients navigate the uncertain times.

We would love to invite you to learn more about Hiley Hunt Wealth Management and who we serve in Omaha, NE –Financial Planning and Investment Management . If you have a friend or family member who you think would benefit from working with an advisor who is a coach, a cheerleader, and an accountability partner please don’t hesitate to introduce us!