Getting Started

Wondering how to begin the process?

Making sense of what to do, where to begin, and how working with a Certified Financial Planner® provides benefits for you is key to your financial planning success.

Planning engagements tend to vary with each client's specific needs, but some elements are common to all. Generally, most engagements encompass either financial planning, investment management, or a combination of both.

Taking the first step is easy, simply contact me to set up a free, no-obligation introductory meeting. During this meeting we will:

  • Discuss your unique needs
  • Define the scope of your engagement
  • Review all associated fees
  • Set timelines
  • Answer all of your questions

Learn more about the financial planning process, HERE, and investment management, HERE.

winding road

Horizons Sustainable Financial Services, Inc., is a registered investment advisor doing business as Hathaway Financial Services. In accordance with federal law, we may only conduct business in states where appropriately registered or exempted from registration. We currently serve clients in a number of states nationwide, and would be pleased to discuss whether it is permissible (given your state of residence or incorporation) for us to serve your financial needs. Hathaway Financial Services and Patricia Hathaway are supervised by Johann Klaassen, CCO of Horizons Sustainable Financial Services, Inc. Clients may contact Johann Klaassen with questions or to file a complaint at (505) 982-9661 or via email at johann@horizonssfs.com.

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