• What can I expect from our first meeting?

    Your first meeting is complimentary and usually takes 30 to 45 minutes.  It will be a casual conversation about the areas of your finances that concern you the most.  The first meeting is our opportunity to decide if we would be a fit for each other.  It gives us the opportunity to learn more about you and what you would like to accomplish.  If you decide to move forward we will discuss what that process will look like.

  • Why should I hire a financial planner or financial advisor instead of doing it myself?

    Not everyone needs our services.  Many people have the skills, knowledge, and most importantly the time to manage their own wealth.  Meeting with a financial planner can be a new experience for most people.  At Hernandez Financial we strive to make the process as easy as possible.  Financial Planning is an ongoing process; it serves as a roadmap from where you are today to where you want to be in the future.

  • What is your investment philosophy?

    We prioritize growing your wealth while managing risk.  We seek to provide our clients with returns that align with their specific risk tolerance and personal goals while managing downside risks.