the Trusted Financial Path

No matter where you are in life—embarking on a new career, peak earning years, or transitioning to retirement and contemplating legacy—the Trusted Financial Path™ wealth management process can be started any time to help:

  • Simplify your financial affairs

  • Increase your confidence in the future

  • Provide better insights into your investment strategies

  • Give you peace of mind

A Unique Approach to Wealth Management
The trusted financial path logo - Petersen Hastings

The four-step process includes:

The Compelling Conversation

The Compelling Conversation

  • Complimentary, private consultation.
  • Consultative overview of your bigger future.
  • Outlines the Petersen Hastings advantages.
Learn More

The Evidence - Based Method

The Evidence - Based Method

  • We provide a side by side analysis of your current portfolio compared to a similar portfolio managed by Petersen Hastings.
  • We show you exactly how your current portfolio is invested, and how it might be improved.
  • We teach you about asset class investing, and the dimensions of return and risk.
  • We demonstrate how an Evidence-Based Portfolio can help you achieve your goals.
Learn More

The Essential Discovery

The Essential Discovery

  • Outlines a detailed picture of everything that’s important to you.
  • Dives deep into all areas of Integrative Wealth Management.
  • Begins a detailed Financial Planning process to achieve your goals.
Learn More

The Strategic Solution

The Strategic Solution

  • This begins the Fiduciary relationship with Petersen Hastings.
Learn More

the Trusted Financial Path process unites robust financial planning and investment management into an integrated bundle, aligning:

  • Investments

  • Estate

  • Tax Planning

  • Retirement/Cash Flow

  • Risk Management

  • Philanthropy