Our Unique Approach

Personal finance is just that, personal! Every individual’s goals and circumstances are different.

With unique backgrounds and experiences on our team, we specialize in helping young couples, small business owners and entrepreneurs. Keli is exceptionally motivated to assist women who are career driven as well as those navigating life changes through divorce, widowhood and the demands of caregiving.

Discover what we have to offer! Through a personal one-on-one Discovery Meeting let us help you define a strategy that will suit your individual/family needs. Whether you are retired, planning for retirement or just looking to establish a budget that is designed to help you reach that peace of mind. Let us guide you on a successful path to financial confidence.

Our team will guide you through our four-step process that results in clarity and confidence in your financial future.

Step 1: Gather (Your Current Financial Information)

View your current financial landscape. Gather items like a list of assets, liabilities, income sources, budget needs, and tax records in order to examine your current financial situation. Determine where you are in order to gain a clear understanding of where you hope to go.

Step 2: Define (Your Goals)

Determine your short-term and long-term financial goals. Explore your current and future financial desires in order to create a plan that is tailored to you and your family.

To establish a workable plan, ask yourself goal-oriented questions like:

  • Why is money important to me?
  • What kind of lifestyle do I hope to have?
  • What kind of legacy do I want to leave?

Step 3: Identify (Gaps)

Examine your financial picture in order to identify the parts that are difficult to achieve. Consider items such as potential risks, taxation questions, and more in order to strengthen your overall financial plan.

Consider the following questions:

  • Are my short-term and long-term goals achievable?
  • Can I accomplish more?
  • To what risks am I exposed?
  • How do I handle those risks?

Step 4: Start (Your Personal Plan)

We believe in a deliberate, step-by-step approach to financial planning. From monthly spending to leaving a legacy, Keli Hazel & Associates will provide a financial education for you that strives to give you peace of mind about your future.

Begin your journey with an achievable plan. Gain confidence for the journey ahead.