Goals-based financial planning is focused on you.  We believe in the power of measuring progress towards specific goals that you define. By establishing needs versus wants, and setting specific time horizons, we are better able to plan more efficiently to pursue your desired outcomes.  At every stage we offer you the assurance that we will continually monitor your plan, and your portfolios, to ensure they remain on track to your objectives.

At HPK Provident Advisors, our goal is simple: reduce the stress and complexity surrounding finances and investing. That’s why we’ve developed our D.R.E.A.M. approach to financial planning.

D : Discover where you are currently, where you want to be, and how to get you there. 

R : Reduce stress. Money and financial planning often times involve many questions, and even more answers to those questions, which cause unnecessary stress.  Knowledge is power, so we focusing on educating you and simplifying complex topics. 

E : Expectations. Setting expectations early, for us and you, further helps to alleviate stress and uncertainty in the financial planning process.
 
A : Action Steps. By creating an actionable checklist of what needs to be done by each party, the planning process not only comes to life, it creates a tangible plan for us to follow, review, and optimize as needed. 

M : Move Forward: With all of the elements in place, your financial plan can now be put in motion towards you acheiving your goals.