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OURMISSION

To help clients make better decisions.

 
Brandon Haines, MBA, CFP®
Founder & Wealth Advisor
What I believe about Wealth
Wealth is broken into two categories, Internal and External. Internal consists of our Faith, Relationships, Talents, Passions and Health. External consists of the Assets we accumulate. We need the External to serve as resources to cultivate our Internal but have a much higher quality of life when our primary focus is our Internal.

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Brandon Haines,
MBA, CFP®
Founder & Wealth Advisor
2017-04-08_bHaines_clearBG_3000
What I believe about Wealth
Wealth is broken into two categories, Internal and External. Internal consists of our Faith, Relationships, Talents, Passions and Health. External consists of the Assets we accumulate. We need the External to serve as resources to cultivate our Internal but have a much higher quality of life when our primary focus is our Internal.

 
Brandon Haines, MBA, CFP®
Founder & Wealth Advisor
What I believe about Wealth
Wealth is broken into two categories, Internal and External. Internal consists of our Faith, Relationships, Talents, Passions and Health. External consists of the Assets we accumulate. We need the External to serve as resources to cultivate our Internal but have a much higher quality of life when our primary focus is our Internal.

The Foundation to making Better Decisions
My job is to help you make better decisions. Through the years I have found that clients are less anxious about making some of life’s biggest decisions when they are more prepared. Buying the first home, paying for college, buying/starting a business, pulling the trigger on retiring, the list goes on and on. When you have a concise vision of what you want in life, a full understanding of your resources and an experienced Advisor to bounce ideas off of, you increase your likeliness of making better decisions. This is why I follow a simple, yet powerful, repeatable process that will help you enjoy life today and help e.a.s.e the burden of life’s decisions.

Step 1 – Engage
First things first, we need to get to know each other and see if we’re a good fit to work together. We will have an initial meeting to get a good understanding of what/who is important to you, what goals you have in life and explore your current financial standing. We will also use this time for you to learn more about us.
Step 2 – Analyze
I will organize the information I have collected and begin to design a plan, unique to you, that will help you align your resources to your goals. Often times there are many paths to achieving your goals.
Step 3 – Strategize
Together we review your options in order to develop the various strategies that will ultimately become your WealthPLAN. After all, this is about you and your goals. You have to be both comfortable and confident in the strategies that we will implement.
Step 4 – Enjoy
At this point your foundation is built. You have a clear understanding of your goals, what it will take to accomplish them and a personal team that knows who you are, understands your specific situation, will respond quickly to your needs and meet with you regularly to address any changes. You are now prepared to make better decisions and enjoy life!

The Foundation to making Better Decisions
My job is to help you make better decisions. Through the years I have found that clients are less anxious about making some of life’s biggest decisions when they are more prepared. Buying the first home, paying for college, buying/starting a business, pulling the trigger on retiring, the list goes on and on. When you have a concise vision of what you want in life, a full understanding of your resources and an experienced Advisor to bounce ideas off of, you increase your likeliness of making better decisions. This is why I follow a simple, yet powerful, repeatable process that will help you enjoy life today and help e.a.s.e the burden of life’s decisions.

YourWealthSystem_NoBack
Step 1 – Engage
First things first, we need to get to know each other and see if we’re a good fit to work together. We will have an initial meeting to get a good understanding of what/who is important to you, what goals you have in life and explore your current financial standing. We will also use this time for you to learn more about us.
Step 2 – Analyze
I will organize the information I have collected and begin to design a plan, unique to you, that will help you align your resources to your goals. Often times there are many paths to achieving your goals.
Step 3 – Strategize
Together we review your options in order to develop the various strategies that will ultimately become your WealthPLAN. After all, this is about you and your goals. You have to be both comfortable and confident in the strategies that we will implement.
Step 4 – Enjoy
At this point your foundation is built. You have a clear understanding of your goals, what it will take to accomplish them and a personal team that knows who you are, understands your specific situation, will respond quickly to your needs and meet with you regularly to address any changes. You are now prepared to make better decisions and enjoy life!
Confidence in Decisions
In order to have confidence in your decisions you must carefully weigh the positives and negatives of your options. You need the tools to properly forecast the impact each option has on your future. With our expertise and technology we help bring clarity and simplicity to your decision making process, allowing you to have confidence in the decisions you make.
Confidence in Decisions
In order to have confidence in your decisions you must carefully weigh the positives and negatives of your options. You need the tools to properly forecast the impact each option has on your future. With our expertise and technology we help bring clarity and simplicity to your decision making process, allowing you to have confidence in the decisions you make.
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Karen Walsh, RFC®
Client Service Specialist
Why I do what I do
We all know that life can get busy with all the things you enjoy doing, and sometimes there just isn’t enough time to focus on your finances. I am here as a resource to you. You may need help understanding your statement, keeping up with your income payments, or have a question read more…


 Thank You for the Opportunity
 
CONTACT

Haines Financial, LLC
398 Carl St – Unit 101
Wilmington, NC 28403

910.679.4370 Phone 

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