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FINANCIAL PLAN GIFT CARD
Now, you can give a Financial Plan to anyone you feel may be stuck, uncertain, or overwhelmed with their finances. At any stage of life, an advisor-guided financial plan will help build a strong financial foundation and roadmap for your goals.
The Gift of Financial Wellness
You can purchase a Financial Plan Gift Card1 for $200. Combined with our Family & Friends referral discount of $300, it allows you to give a ‘Financial Wellness Plan’ to your loved ones at no cost to them.
To purchase a gift card, simply contact us here, call (800) 416-1655 or email hello@hiwealth.com.
1 Your card may only be used to pay for Financial Planning Services offered by Hammond Iles Wealth Advisors. Click here for terms and conditions.
FAMILY CONVERSATIONS ON MONEY
The financial decisions you make today can impact your future lifestyle, peace of mind, family, and generations to follow.
Families don't often talk about money across generations. This can leave younger family members to figure things out for themselves and older generations unaware of opportunities to help those they love.
In short, the conversations that don’t happen—don’t help.
Where family is concerned, most of us come from a place of caring, but money can be hard to talk about for many reasons. At Hammond Iles, we can help you ease into and facilitate these family conversations.
