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My Mission: Your Goals.

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.

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Client Centered

Let's work together to craft a plan for your financial goals and dreams

David Hauge, CFA®, CFP®

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My Approach

My Approach

I'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

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My Services

Investment Management

Smart investing doesn’t have to be complicated. Understanding your strategy and sticking to it may help you avoid common pitfalls.

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Financial Planning

My comprehensive approach helps develop customized strategies that address your individual needs and goals.

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Value-Based Pricing

My preference is to negotiate a flat fee that is aligned with your individual needs and complexity.

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My Process

Introductory Meeting

Let's briefly connect to discuss your needs and how I can help.

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Initial Financial Consultation

We will go further in depth to understand your specific goals, then create a strategy tailored to your situation. 

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Plan Proposal & Alignment

We will communicate our initial proposal, then work together to finalize a plan you are comfortable with. 

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Ready For the Next Step?

Ready For the Next Step?

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.

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