At Blue Hills Management,
you are not only receiving investment advice,
but a comprehensive portfolio of planning services
unique to your needs.
It starts with understanding. We listen to your needs, objectives and wants
and do an in-depth check-up on your current finances.
Then we deliver a customized package of services and advice programmed with your priorities in mind.
WHO WE HELP
Generally, our clients tend to fall into one or more of the following circumstances:
Small Business Owners
Most importantly, our clients want a long-term relationship with a trusted professional & are genuinely nice, open-minded and enjoyable people to work with.
We are pleased to say that many of our clients have been referred to us from loyal clients we have had the pleasure of working with for years.
The following are the categories of planning services we offer. Each category consists of different service and product offerings meant to support your plans through all life stages.
Click & Explore:
The preceding is a hypothetical case study and is for illustrative purposes only. Actual performance and results will vary. This study does not represent actual clients but a hypothetical composite of various client experiences and issues. Any resemblance to actual people or situations is purely coincidental.
Our process is designed to deliver our clients planning services that make them feel confident and in control of their financial futures.
STEP 1: Understanding the Clients
Personal and Financial Circumstances
STEP 7: Monitoring Progress
STEP 2: Identifying and Selecting Goals
STEP 6: Implementing the Financial Planning Recommendation(s)
STEP 3: Analyzing the Client's Current Course of Action and Potential Alternative Course(s)
STEP 5: Presenting the Financial Planning Recommendation(s)
STEP 4: Developing the Financial Planning Recommendation(s)
In a world where you have millions of choices, we prefer to be transparent and up-front about our fees and our value. It doesn't need to be confusing or complicated, and it's our goal to make you confident & comfortable.
Your initial consultation is free of charge.
A flat project fee is quoted for your financial plan at the end of your consultation- price dependent upon level of sophistication required.
Our Ongoing Planning Services are generally paid for via an asset-based fee, deducted quarterly from your account. We will provide this fee schedule at your initial consultation along with additional information about our firm.
If a commission based product (insurance as an example) is used, we discuss this in advance, and it is excluded from the asset based fee.