Why Us
Herr Wealth Management is a family financial planning organization that focuses on helping our clients achieve their important financial goals. We give our clients an individual financial plan with the information that they need to confidently make decisions.
In our experience with families and business owners, who are growing or prospering, they often work with a number of different professionals to meet their needs before working with us. These professionals often deal with singular aspects of the financial position and consequently provide advice without understanding the client’s whole financial situation and the consequences that could result.
We work with our clients holistically to provide objective advice, aware of the potential outcomes from each recommendation. We will communicate with your tax and legal professionals to ensure all parties are informed and legal and tax considerations are considered.
Discovery
The first step is to understand our client’s financial goals, to review their current financial situation and to see what solutions are currently being used to achieve their goals.
Gap Review
An in-depth analysis will illustrate your progress towards your important financial goals. Together we will review any gaps that need to be addressed to support your plans.
Recommendations & Implementations
With a list of prioritized gaps and goals, we provide and illustrate objective recommendations and appropriate solutions to address your family and business needs. With your approval, we move to implementing the recommendations.
Annual Review
We know things can change throughout the year that impact your financial plan. We review your plan and track your progress towards your goals on an annual basis. Each year we adjust as needed to stay on track including addressing any gaps that did not get initially prioritized.
Kingston Office
912 Princess Street,
Kingston, ON,
K7L 1H1
