Financial Planning

PLANNING

Financial Planning is a defining service, led by Paul Hynes, a Certified Financial Planner (CFP). HearthStone’s custom financial plans address a breadth of considerations about clients’ financial futures. These range from income and cash flow analysis, college savings and retirement, to lifestyle choices and legacy planning. HearthStone collaborates with the client’s attorney, CPA and other advisors in ensuring that the financial planning process is complete and client‑centered.