Who We Serve
Our financial planning clients are normal people, just like you. People who have worked hard to earn their wealth and assets. Our clients find comfort in knowing that their financial plan, investments, and income are being cared for by a team who knows them.
We provide understandable financial advice without unnecessary financial jargon. Allowing you to focus on what matters most: spending quality time with family, traveling with loved ones, or making a positive impact.
Above all, our clients want a long-term partner they can rely on. We believe that our dedication to our clients will keep them and their families coming back to us throughout their years.
Our Process:
Our team is dedicated to building strong relationships and empowering your financial well-being for a secure future. We aim not only to help you make the most of your hard-earned assets but also to enhance your relationships with those who depend on you. With the Nathaniel Hardy Group, you can expect ongoing education, guidance, and follow-through to ensure that you remain in control and that your goals are met at every stage of your journey. By asking the tough questions, we ensure that you have the most meaningful answers.
What to Expect in a First Meeting with Us?
- In our initial meeting, you can expect a conversation. We want to learn about you and are focused on understanding your life experiences, sources of joy, driving forces, and concerns. By diving into these aspects, we gain insight into your needs, challenges, and goals, allowing us to create a comprehensive plan tailored to support your journey.
What to Expect in a Second Meeting with Us?
- If we're a good fit, this next meeting means we're diving deep into statements, goals, and expectations. This will enable us to gain a complete understanding of your information and develop a plan that we both feel good about. Subsequent meetings focus on reviewing the progress made, updating the list of items to address, and ensuring that we are on track to meet our goals.