The professionals at Miller & Hurt Wealth Advisors believe in a needs-based approach to help you develop your financial strategies.
Let us help you answer your financial questions and develop a plan that’s focused on helping you work toward your goals.
We follow a carefully guided process which is developed to help educate you prior to us making any recommendations. This allows you to have ownership and confidence in your decision to work with our firm.
01DiscoveryIntroduction and Interview
02EducationFinancial Product Education
03Strategic DiscussionFinancial Strategy Meeting and Recommendations
04ImplementationImplementation and clarification of the plan
05MonitoringOngoing Review and Modification