Understanding you is the heart of everything we do. Our only “agenda” is to help you articulate the financial path that’s right for you. What are your dreams and your hopes? Your fears? This information helps us devise an intelligent, rational, and disciplined plan for your future. We’ll look at core issues such as how long your money needs to last. And whether it’s feasible for you to retire early, or switch careers. Or how a second home might impact things. And any other factors that are especially important to you.
You can be assured that our planning incorporates among the highest industry standards available. Paul Hynes, Founder and CEO of HearthStone | Private Wealth Management, is a CFP® certified financial planning professional. CFP® certification is a rigorous, multi-year process spanning education, experience, training, and testing. The certification required to achieve CFP status reflects HearthStone’s commitment to best practices in financial planning.