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What does your financial future look like? https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1600961780170-V61Z1VE57LJYG20BQC1F/icon2.png Home - Design We create a custom, comprehensive plan to help you: work towards living your best life, invest, protect your loved ones and assets, and create a legacy that works for you. https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1600961795607-0SSHRSLNJTNL9UZ6GX6H/icon3.png Home - Deliver We implement your plan so you can enjoy your lifestyle, invest according to your risk tolerance, address your risks and identify opportunities. https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617786796730-O7009Q15NPBPP7J455II/down-arrow.png Home https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617786744629-ZGR5F99JFW5VQVCGL5CB/financial-planning-document-icon.png Home - Our Financial Planning https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617786755442-00BV2YN86EYRV9A060B0/line-graph-icon.png Home - Our Investment Approach https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617567963791-JNEZ96L9J68S6Z65AMAO/family-signing-contract.jpg Home ✔ Have a plan to enjoy your lifestyle through all of life’s changes ✔ Understand your risk tolerance and the best investment strategy for you ✔ Understand how much insurance you need and whether you’re paying a fair premium ✔ Prepare to sell your business and identify your income needs ✔ Proactively plan for taxes and avoid surprises ✔ Simplify and organize your financial complexities ✔ Protect and provide for your loved ones ✔ Feel enthusiastic and secure about your future https://summithillwealth.com/client-experience daily 0.75 2021-04-08 https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1600881696053-N7GP427PDLJ5APC2WRFM/client-experience.jpg The Client Experience https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1600960949553-0BRRUI4CKKYP1RNIGBQ8/icon1.png The Client Experience - Discovery We spend time getting to know you and your finances in-depth. 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What does your financial future look like? https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1600960986601-OPU76J24Q8H37AZSEGA9/icon2.png The Client Experience - Design We create a custom, comprehensive plan to help you: work towards living your best life, invest, protect your loved ones and assets, and create a legacy that works for you. https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1600961186978-Y1T29GDGW1XFTYRNQ3YT/icon3.png The Client Experience - Deliver We implement your plan so you can enjoy your lifestyle, invest according to your risk tolerance, address your risks and identify opportunities. https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617786881779-FUPV0N3FEEJVN47SSTDK/down-arrow.png The Client Experience https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617786889997-8SDNCMRK0DHBAVEJNMCX/financial-planning-document-icon.png The Client Experience - Our Financial Planning Learn More https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617786903634-EHDD3KX4IMXO1F11REDI/line-graph-icon.png The Client Experience - Our Investment Approach Learn More https://summithillwealth.com/what-makes-us-different daily 0.75 2021-04-08 https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617869623911-FCH40VI5CHSIW1LABLL5/family-with-senior-parents-eating-together-at-table.jpg What Makes Us Different https://summithillwealth.com/why-a-cfp daily 0.75 2022-04-25 https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617871232275-0FG2NHZQ81UFP8IJJ5UC/two-people-standing-at-table.jpg Why a CFP®? https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617882050751-ZE7GXDYM6TC33XBDHMRA/training-seminar-icon.png Why a CFP®? - Education CFP® professionals complete comprehensive financial planning studies at a college or university and require 30+ hours of continuing education every two years, including obligatory ethics and professional responsibility courses. https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617881722836-L3QVZQY8VCXWORDP6IME/two-documents-icon.png Why a CFP®? - Examination CFP® candidates must pass a comprehensive 6-hour examination that tests their ability to apply financial planning knowledge in an integrated approach to real-life financial planning situations. https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617881752144-077T1MMIWMGL66SP0TT5/growing-money-icon.png Why a CFP®? - Professional Experience Before qualifying for CFP® certification, financial planners must complete three years of professional work experience including directly implementing the complete financial planning process for clients. https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617881707560-254JKCHP0YIEH6HNKHGG/hands-and-heart-icon.png Why a CFP®? - Ethics CFP® practitioners must pass an ethics review and abide by a strict code of professional conduct that avoids conflicts of interests and requires the advisor to act as a fiduciary when providing financial advice to clients. https://summithillwealth.com/investment-management daily 0.75 2021-04-08 https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617800236520-IN942KAJKCBM79OBQOZN/business-meeting-discussing-investment.jpg Investment Management https://images.squarespace-cdn.com/content/v1/5a8e72874c326df6b71a9570/1617885522125-3ENZDEZCJPKT02RQXBSX/three-people-sitting-at-table-icon.png Investment Management - Plan We follow our 3D planning process to understand your long-term financial goals and needs. 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