A Team Approach to Your Needs

Every client of Holland Capital Management, LLC is assigned a Relationship Manager responsible for engaging the services of a highly specialized team to ensure that the client’s needs and expectations are continually exceeded.  In addition to in-house Financial Planning services, HCM, LLC has partnered with outstanding third parties to make the following professionals available to each Relationship Manager:  Portfolio Manager, Private Banker, High-Net-Worth Insurance Specialist, and Trust Officer. While not every client will require the services of every member of the team, you can be certain that we have the resources necessary to serve your needs just as well as any “big box” financial institution in America.  

Your Relationship Manager will work with you to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. 

So what are the steps?

1) Introductory Meeting

Your Relationship Manager will work with you to identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.

2) Exploration Phase

Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals.

3) Detailed Planning

At this point in the process your RM will introduce you to the appropriate members of the team, (i.e. Portfolio Manager, Trust Officer, Private Banker, etc.). We will specifically address the areas that are of greatest importance to you: whether that be retirement savings, taxable investment options, risk management, insurance, or estate planning, and detail the steps needed to conquer each obstacle.

4) Ongoing Aid and Advice

Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning and investment management, we will be a constant presence to ensure that your plan transitions along with you.