"what's important about money to you?"
Financial Planning & Financial Advice for
Medical Professionals
our Business philosophy
HCL Financial Planning is an independent financial planning practice that helps medical professionals make smart choices about their money so that they can accomplish their goals for the reasons that are important to them.
We are committed to providing Truly Comprehensive Financial Planning to our clients; to do this we have developed Ten Annual Client Deliverables that are supported by 100+ Deliverable Checkpoints to ensure we deliver on our promises.
Clients are the core of our business, and their interests will always be a priority and they will be treated with dignity and respect.
We view our client relationships as an important investment. We invest our time in our clients as we learn what their personal and financial goals are. Integrity, honesty, fairness, and maintaining a high level of knowledge and skills, guide us to fulfilling client’s specific goals, while we comply with appropriate legislation, regulations, rules, and professional requirements.
We listen with empathy and an open mind. Our collaborative communication approach leads to a trust-based relationship focused on understanding and commitment.
We can’t predict the future, but having us on your team, gives you confidence that whatever the future brings you can handle it with our help.