ApproachOur process starts with you
Our firm isn’t driven by transactions or products—it’s driven by people. The Better Way™ is our personalized approach for delivering advice that is tailored, purposeful, and flexible as your life unfolds.
Discover The Better Way™
At Hershey Financial Advisers, we believe in leading our clients to a better way of living through a structured and personalized approach to financial management. Our Better Way approach is designed to take you from uncertainty to clarity, from planning to action, and from complexity to simplicity. Here’s how we do it…
01 Assess
Move from uncertainty to clarity.
Discovery Dialogue: Engage in a thorough conversation to understand your financial goals. We begin by getting to know you, your aspirations, and your current financial situation. This dialogue sets the foundation for everything we do.
Financial Framework: Map out your current financial landscape in detail. We analyze your income, assets, liabilities, and insurances to create a comprehensive picture of your finances.
Opportunity Outlook: Identify potential areas for financial improvement and growth. Our advisors pinpoint opportunities and challenges, providing a clear path forward.
02 Agree
Move from clarity to confidence.
Investment Insight: Receive tailored investment recommendations aligned with our philosophy. We present a strategic investment plan that reflects your unique needs and goals.
Strategic Structure: Develop a comprehensive plan that aligns with your financial aspirations. This plan includes detailed steps and strategies designed to achieve your objectives.
Commitment Confirmation: Achieve mutual agreement on the plan and the next steps. We ensure you are confident and committed to the path we’ve outlined together.
03 Advance
Move from confidence to action.
Advanced Analysis: Conduct a final evaluation and refine your financial plan. We make sure every detail is in place and ready for implementation.
Implementation Initiatives: Execute the agreed-upon strategies with precision. Our team takes action, putting your plan into motion efficiently and effectively.
Continuous Calibration: Regularly adjust the plan to ensure ongoing alignment with your goals. We monitor your progress and make necessary adjustments to keep you on track.
04 Advocate
Move from action to assurance.
Client Care: Benefit from dedicated service and open communication. Our advisors are always available to address your questions and concerns.
Risk Review: Manage and mitigate potential financial risks proactively. We continuously assess and manage risks to protect your financial well-being.
Asset Advocacy: Optimize your portfolio with proactive management and recommendations. We work hard to make your assets work harder for you, adjusting strategies as needed.
Ultimately, The Better Way isn’t just a process, but a partnership. We stay engaged beyond the plan. We meet regularly, track progress, and pivot when needed. Life changes—and your financial plan should flex with it. That’s why we stay in relationship with our clients year after year.
Your Better Way starts today
We’ll meet you where you are—and walk with you from there. Together, we’ll build a path that reflects your goals and grows with you over time.