What to Expect: Your Journey with Hoffman Wealth Advisors
At Hoffman Wealth Advisors LLC, we believe in a transparent, client-focused process to help you achieve your financial goals. As a fee-only RIA, we prioritize your best interests at every step, from our first meeting to ongoing care. Led by Cort Hoffman, Series 65, MBA, our process is designed to provide clarity, confidence, and personalized strategies—whether you’re planning for retirement, managing investments, or securing your family’s future. Here’s what you can expect when you partner with us to optimize your wealth and live intentionally
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Step 1: Initial Meeting – Building a Foundation
Your journey begins with a free, no-obligation consultation—either in-person in Dallas or virtually. We’ll discuss your financial goals, concerns, and dreams, whether it’s retirement, education funding, or legacy planning. This 30–60 minute meeting is about understanding your unique situation and determining if we’re the right fit. You’ll meet Cort Hoffman, Series 65, MBA, who will listen actively and answer any questions about our fee-only approach (0.85%–0.60% AUM). We’ll outline what to expect and set the stage for a collaborative partnership.
Step 2: Gathering Client Information –Understanding Your Financial Picture
Once you decide to work with us, we’ll gather detailed information about your financial life. This includes your income, expenses, assets, liabilities, investment accounts, insurance, and tax documents. We’ll also explore your risk tolerance, time horizon, and specific goals (e.g., saving $500K for retirement in 15 years). You’ll complete a secure questionnaire and share relevant documents through our encrypted client portal, ensuring your data is protected. This step, typically taking 1–2 weeks, allows us to create a comprehensive financial snapshot, setting the foundation for tailored recommendations
Step 3: Recommending Action – Your Personalized Financial Plan
With your information in hand, we’ll craft a personalized financial plan. This includes investment strategies, tax optimization, retirement projections, and risk management—all aligned with your goals. We’ll recommend actions like reallocating investments, setting up a 529 plan, or adjusting your budget to save 15% for retirement. In a detailed follow-up meeting (in-person or virtual), we’ll present your plan, explain our recommendations, and answer questions. You’ll receive a written report summarizing our advice, including our fee structure (0.85% on first $250K, 0.75% on next $750K, 0.60% over $1M). This step ensures you understand every decision before moving forward.
Step 4: Ongoing Client Care – Partnering for Your Future
Our relationship doesn’t end with a plan—we’re here for the long haul. We’ll implement your strategy, managing investments, monitoring progress, and adjusting as life changes. You’ll receive quarterly reviews (virtual or in-person) to track performance, discuss updates, and refine goals. We’ll also provide annual tax planning, risk assessments, and market updates to keep your plan on track. You’ll have direct access to Cort via email (cort@hoffmanwealthadvisors.com) or phone for questions anytime. Our fee-only model ensures no hidden costs—just personalized care focused on your future.