Current Conversations

01. About Us

We provide a personalized approach to financial planning starting with informed and engaging conversations about the realities of life and how money will play a role in what’s truly important to you.  We help you understand, organize, and manage your finances, with the goal of helping you make your life simpler and more productive. 

02. Our Approach

We value partnership, objectivity, personalization, education, faith and family.  If you are solely focused on investments or want a “one size fits all” product, we probably are not a good fit.

03. Our Process

We provide strategic direction, bring accountability to the process and make necessary changes when needing to adapt to new circumstances and situations.

Our Services

Financial Planning Services

How you think and feel about money is at the center of our planning process. We help Individuals who have big questions such as “How do I transition to retirement” or “How do I know if I’m on track to reach my goals”.  We help people in transition where planning helps answer time-sensitive questions through a long-term lens. 

Investment Management

Once we complete your financial plan and understand your feelings on risk and return, we put your money to work.  We believe in the purposeful allocation of your savings aligned specifically with your goals and timeline.

Estate Planning Guidance 

We can provide guidance and help manage your legacy and/or collaborate with your existing estate planning professional to minimize the possibility of something falling through the cracks.

 

Our Team

We Believe in the Power of Personalized Planning

Q

How do we work with you?

  • Free consultation call (initial meeting, data review, relationship proposal)
  • Discovery phase (deep dive into how you feel about money and what matters most to you)
  • Financial plan review meeting (what we observed, next steps to take, by whom, by when)
  • Ongoing review meetings (quarterly meeting model)

Q

Who do we typically work with?

  • People with big questions such as “How do I transition to retirement” or “How do I know if I’m on track to reach my goals”
  • People in transition where planning helps answer time-sensitive questions through a long-term lens
  • For these reasons, if there is anyone that you care about, that could benefit from a second set of eyes, Haas Financial Group would be glad to help them.

Q

Do I have to pay for the first meeting?

No, the first meeting is free and is a working meeting where we will get to know you as you get to know us. We want to determine if we are a fit for you and if you are a fit for us by sharing our philosophies to see if they are aligned and by starting to answer your questions. Bring your financial questions with you.

Latest Publications

We turned the page to 2021 and decided it's time to try something new, again (we don't sit still very well!). Welcome to the second edition of Haas Financial Group's quarterly magazine publication! We always strive to communicate and educate you in different ways that meet your personal preference. Our expectation with this magazine is that you get to know the people, passions, and purpose of the Haas Financial Group even better. Our goal is to deepen our relationship with you by presenting a mix of personal and industry specific concepts in a simple and easy way to understand.

We want your experience with us to become the financial planning industry standard. We hope you find the content useful, interesting, relevant, and engaging! If you have any feedback, suggestions, or topics you'd like to see covered in the future, please email: bhaas@haasfinancialgroup.com. We'd love to hear from you!

Access the full magazine by clicking the cover page below: