Events
Reserve your slot for our upcoming dinner and education events to learn more about wealth management and financial growth.
Quality, Interaction, and Education
Our Dinner Seminars Are Anything But Traditional
As an independent financial advisory firm, we are under no obligation to sell products. As fiduciaries, we are under complete obligation to put you and your financial purpose first. This means that we’re always in your corner, coaching you to your full financial best.
Our approach to the traditional dinner seminar is anything but traditional. At HD Money, we believe in a community outreach that provides a high quality, interactive, and educational experience. It’s not the time for selling – it’s the time to inform. What we do is take the time to show our guests where dangerous mistakes can easily be made, and how to avoid them.
This enables us to offer a full-service solution to our clients.
We begin by welcoming our qualified guests with an introduction to our extensive, and growing, professional team. Included are a full time CPA and Estate Planning Attorney, amongst multiple others of equal financial and technical benefit. This enables us to offer a full-service solution to our clients.
While we don’t sell products, we do take our time to introduce and educate our guests on our unique process. That process includes uncovering specific and critical facts about your financial future – unknowable financial burdens, and things falling through cracks most investors aren’t even aware of. Once these facts are uncovered, we then take the time to present a sound solution that can be implemented through our mindful administrative professionals.
We always close our events with a True / False questionnaire that ends with the question, “Did we teach you at least two new facts or strategies tonight?” No one has answered NO yet.
We take our time to find the critical facts FIRST.
HD Money’s offer is of course very simple: a discovery meeting with a principle of the firm. This is a very casual meeting. We simply sit down for 30-60 minutes to learn about you and your financial goals. We take our time to find the critical facts FIRST. No products will be suggested or sold unless we feel It applies to your needs and goals.
Our main goal with each dinner event is to both provide a wonderful dining experience while helping guests put on their “thinking caps”. We want our guests to feel they learned something, and enjoyed themselves at the same time. A fabulous 5-star meal is provided, at our expense, which makes for a very enjoyable close to the evening.
We earn a large portion of our new clients from our fun, upbeat, educational events. The process and experience offered is one of a kind.
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Who We Are
Meet your white-glove
team of experts.
HD Money is a financial advising firm that values relationships, transparency, education, and scientific approaches to investing. With many years of experience in business, we can share our experience and expertise to help you manage your wealth. We’ll have our team working daily to manage your financial growth and protect your assets at the same time.
Our team of trusted financial advisors can provide you with personalized financial advice to help you achieve your financial goals. With our white-glove service, we continue to create and nourish lifelong client relationships. So let us work towards your dreams and safeguard the path to your financial freedom.
We Get to Know You Better
The most important part of the financial planning process is simple—you. We want to know what truly matters to you, not just financially but in life as well. What are you hoping to achieve in the next few years? What are your hobbies or passions? What makes you excited for the future? The more we know, the more we can help tailor a financial plan to suit your specific needs.
We Determine Your Goals
In order for us to better serve you, we need to know not just about you as a person but also about your goals. Our financial strategies are based on the plans you have for your future self. As a result, we work with you to define your financial objectives. Then, we set about devising a streamlined strategy to assist you in achieving them.
We Brainstorm Strategies
Once we have a better understanding of who you are and what you want, we are able to examine your present financial situation. We then formulate different investing strategies in order to help you achieve your financial objectives and recommend the one we believe will better achieve all your goals.
We Take Action
Once we’ve agreed on a solid strategy, it’s go time! We put your plan into action by drawing on the experience and dedication of our team members. We start the ball rolling and keep a close eye on every turn your financial strategy makes along the way to ensure it’s reaching your financial goals.
We Keep You on the Right Track
Exceptional financial planning is not simply a one-and-done process. We like to reconnect with you at least once a year for a formal review of your financial strategy and current financial status to ensure you are continuing on the right path to achieving your goals. In the interim period, we hope you’ll keep us updated on your latest accomplishments, adventures, and newly realized goals in order for us to stay connected and better serve you.
FAQ
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Give us a call:
(941) 925-2121
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James Oliver
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Rosalee Melvin
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