• access_time Review Insurance Options

    We will review your top options, share valuable insights, and answer any questions you have.

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  • access_time Brief Catch-up Call

    15 Minute Catch-up Call.

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  • access_time Media

    For media and press interviews.

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  • access_time Introductory Meeting with Henry Hoang

    An opportunity for us to learn about each other and see if we may be a good potential fit for working together.

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  • access_time Strategy Call

    Layout the roadmap for the planning process. Set clear expectations. Get acquainted with technology and client portal.

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  • access_time Vision & Goals Discussion

    Uncover your top values, clarify your vision, and prioritize your goals.

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  • access_time Planning Analysis

    Gain education on important and relevant financial planning concepts. Benchmark your current situation with your goals. Evaluate your options and review recommendations.

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  • access_time Investment Meeting

    An educational meeting to learn key principles about building and managing a successful investment portfolio.

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  • access_time Insurance Meeting

    Review your risk management program to ensure your most valuable assets are adequately protected.

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  • access_time Financial Planning Progress Update

    Review your progress towards your goals.

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  • access_time Reflection Meeting

    Reflect on your journey and revisit your values.

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  • access_time Review Meeting with Henry Hoang, CFP

    Provide updates on life changes, goals, and financial picture.

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  • access_time Portfolio Review

    An in-depth review of your current investment portfolio.

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  • access_time APP Finance: Intro Meeting

    Gain helpful insights around protecting your income with life and disability insurance planning. Receive objective advice and answers to your pressing questions.

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  • access_time APP Finance: Review Options

    We will compare and discuss your custom insurance options in detail.

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