Why use a financial planner

Our Unique Approach

Personal finance is just that, personal! Every individual’s goals and circumstances are different.

With unique backgrounds and experiences on our team, we specialize in helping young couples, small business owners, and entrepreneurs. Keli is exceptionally motivated to assist career-driven women and those navigating life changes through divorce, widowhood, and caregiving demands.

Discover what we have to offer! Through a personal one-on-one Discovery Meeting, let us help you define a strategy that will suit your individual/family needs. Whether you are retired, planning for retirement, or just looking to establish a budget designed to help you reach that peace of mind. Let us guide you on a path to financial confidence.

Our team will guide you through our four-step process that clarifies your goals and gives you confidence in your financial future.

Step 1

Gather Your Current Financial Information

View your current financial landscape. Gather items like a list of assets, liabilities, income sources, budget needs, and tax records to examine your current financial situation. Determine where you are to gain a clear understanding of where you hope to go.

Step 2

Define (Your Goals)

Determine your short-term and long-term financial goals. Explore your current and future financial desires to create a plan tailored to you and your family.

To establish a workable plan, ask yourself goal-oriented questions like:

Why is money important to me?

What kind of lifestyle do I hope to have?

What kind of legacy do I want to leave?

Step 3

Identify Gaps

Examine your financial picture to identify the parts that are difficult to achieve. Consider items such as potential risks, taxation questions, and more to strengthen your overall financial plan.

Consider the following questions:

Are my short-term and long-term goals achievable?
Can I accomplish more?

To what risks am I exposed?
How do I handle those risks?

Step 4

Start Your Personal Plan

We believe in a deliberate, step-by-step approach to financial planning. From monthly spending to leaving a legacy, Keli Hazel & Associates will provide a financial education that strives to give you peace of mind about your future.