At Addis Hill, each new client engagement begins with the Blueprints℠ planning process, a proprietary method of building a solid financial foundation within the client-advisor relationship. Through the Blueprints℠ process, clients can benefit from:
Through the Blueprints℠ process, clients can benefit from:
- Organization—The Philadelphia financial advisors at Addis Hill aim to help clients get their financial “house” in order
- Accountability—The firm follows through on their commitments, and encourages clients to do so as well
- Objectivity—Each Philadelphia financial planner at Addis Hill is committed to providing objective advice, avoiding mistakes that often accompany emotion-based decisions
- Proactivity—Every financial plan is created to anticipate what is coming and to create actionable plans for the future
- Education—Addis Hill works to improve the financial literacy of their clients, empowering them to make good financial decisions
- Partnership—These financial planners in Philadelphia work with their clients, creating a true sense of partnership
