My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our partnership.
Let's work together to craft a plan for your financial goals and dreams
David Hauge, CFA®, CFP®
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I'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.
Smart investing doesn’t have to be complicated. Understanding your strategy and sticking to it may help you avoid common pitfalls.
My comprehensive approach helps develop customized strategies that address your individual needs and goals.
My maximum fee is 1% of assets under management and pricing is customized based on individual needs and complexity.
Let's briefly connect to discuss your needs and how I can help.
We will go further in depth to understand your specific goals, then create a strategy tailored to your situation.
We will communicate our initial proposal, then work together to finalize a plan you are comfortable with.
It's your life; you should live it the way you want. I believe that knowledge leads to independence. Together, we’ll pair your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.