Becoming a client requires a commitment to developing a long-term relationship with our team. Some common characteristics that are evident amongst our clients include:
♦ Setting and reaching attainable goals
♦ Openness and honesty about income needs, lifestyle, health and family dynamics
♦ Belief that longevity planning is more than simple financial planning
♦ Understanding long-term success is rooted in the coordination of an extended network
♦ Valuing resources that help you maximize your potential
Our process of advance planning is comprehensive, typically entailing three meetings over the course of several weeks.
Upon implementation of your overall Hatch Plan, we sit down with you to prioritize your short-term transitional needs and to discuss other services that may be required in your later phases of retirement. We work throughout the year to help you reach your stated goals and monitor your life planning objectives on the horizon.
Contact Us:
1650 Borel Place, Suite 227
San Mateo, CA 94402
T-650.573.9960
F-650.573.9930
info@hatchplan.com
for Bird’s Eye View, our newsletter on longevity issues.
