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OURMISSION

To help you make great financial decisions.

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Kathy Oswald, CFP®
Wealth Advisor
Kathy Oswald, CFP®
Wealth Advisor

Kathy Oswald, CFP®
Wealth Advisor

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Kathy Oswald, CFP®
Wealth Advisor

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!

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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Stephanie Carr
Client Service Specialist
Stephanie Carr
Client Service Specialist

Stephanie Carr
Client Service Specialist

Stephanie Carr
Client Service Specialist


 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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