PROCESS

Hagen Financial serves as your guide on your journey from your current reality to your end goal. I provide guidance, support, education, and motivation to help get you to where you want to be. Even though I serve as the navigator, you are still the driver. 

Hagen Financial offers a free introductory call. This allows us to learn if I offer what you are looking for and so I can give you an estimate of the cost. It also gives you a chance to see if I would be a good fit for you. If we are a good fit, you can decide to move forward. If you do, we'll get you on the path to financial health by addressing your current reality, your end goal, and the journey. 

CURRENT REALITY

If you are lost in the woods, before determining which way to go, you first need to figure out where you are. It is important to understand who you are and where you came from. We are all a little weird when it comes to money. We are all a product of where we came from and how our families dealt with where we came from. Money is the top stressor that we face and we will want to uncover how money impacts your life. 

We will work together to uncover your current financial health, learn about your money history, money scripts, and financial behaviors. We'll identify financial issues we'll need to address, such as compulsive spending, compulsive gambling, financial enabling, financial infidelity, financial disharmony, or desires to "keep up with the Jones'."

GOAL

Once we know where you are, we need to figure out where you want to go. At this stage I will help you identify and articulate what is important to you, what you want out of life, and what you value most. Then we'll discuss some goals that align with your values. 

By getting clear about what you want out of life and what your money needs to do for you, it will make it easier for you to focus your time, energy, and money in areas that energize you. It will also help you spend less time, energy, and money in areas that don't energize you. 

JOURNEY

Your life will not follow a predicted path. It is important to be equipped with tools and knowledge that help you on your journey no matter what life throws at you. Together we will identify and address any road blocks that might prevent you from getting to where you want to go. We will implement recommendations around your unique values, goals, financial tendencies and behaviors. If possible we will try to change your financial behaviors. 

Remember, financial advice is more than just accounts and amounts. It about planning for your life, not just investing or retirement. 

© 2019 by Money Health Solutions, LLC

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