Our Process

At Hudson Pendleton Financial Group, our experiences with our clients have taught us that not all decisions involving money are financial. Quite often, people make decisions based on how something makes them feel-not necessarily what makes the most sense for their balance sheet. By taking a step back and understanding not only someone’s future goals, but also their past experiences with money, we can develop a customized plan that they will feel good about. By implementing a fiscally sound plan that both understand and are confident in, our clients are able to stay committed to their plan and avoid the common behavioral mistakes that the overwhelming majority of people fall victim to. With our financial decisions being made within the context of your life and what you are trying to achieve, we not only improve the likelihood of “success” as defined by you, but also gain something we deem invaluable:

Peace of Mind

Our Process:

1 - Discover your concerns and objectives

2 - Provide a clear analysis and projection of your personal and business financial information

3 - Plan possible strategies to achieve your goals

4 - Recommend and collaborate with your circle of advisors

5 - Implement and follow up with your plan

6 - Monitor and review your plan and monitor it over time

Process Graphic

Calculators

Market Watch

October 22, 2018 @ 11:09 AM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF -0.2%  
Dow Jones Transportation ETF -0.1%  
Dow Jones Utilities ETF -0.3%  
Nasdaq Composite ETF +0.3%  
Nasdaq 100 ETF +0.5%  
S&P 500 ETF -0.1%  
S&P 100 ETF -0.1%  
S&P Mid-Cap 400 ETF -0.1%  
S&P Volatility Index ETF +10.5%  
PHLX Semiconductor Index ETF +0.4%  
OSX Oil Service Sector Index ETF -8.5%  

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