It's easier than you think to start working on your financial freedom.

Hussmen Financial serves many clients at different stages of their lives. Many larger firms tend to only serve those individuals/families with a minimum amount of assets. Hussmen is happy to help those in that stage of their life who are looking for answers on how they can get their money to work, and figure out how they can save to finally “fill in the blank”. We also love to help those who don’t have a large nest egg yet and are just starting this phase of their life. We know what it's like to not be sure where to turn to ask for financial advice or help. We want to be able to help couples and young families that may have just moved to a new place, or even back to their hometown. Maybe you're looking for your “forever” home, and just starting to plan the next few chapters of their life. We hope to be there every step of the way.

Financial Planning

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We're here for you, offering advice and support throughout all life's milestones.

Lifelong Guidance

Tax Preparation

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Debt Strategy

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Retirement Income Planning

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Estate Planning

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Education Planning

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Fee Structure

  • Comprehensive Financial Planning: Monthly Subscription

    Initial Plan Creation and Setup

    • One-time fee: $2,000–$5,000
    • Monthly subscription: $300–$600

    What’s Included with Your Subscription

    • Creation and implementation of a customized financial plan
    • Bi-annual meetings to review and adjust your plan
    • Access to your financial planner via phone, email, or online meetings for advice
    • Collaboration with other professionals as needed (e.g., CPAs, attorneys, insurance agents)
    • Daily updates to your plan and summary of holdings through online access


    Discovery Call

    An introductory phone call to understand your goals and expectations, answer questions, and ensure a good fit.


    60–90 Minute In-Depth Meeting

    A deeper dive into your financial goals and concerns. We’ll also complete onboarding and gather data before this meeting.


    Plan Development

    We’ll build personalized recommendations based on our discussions. Follow-up calls may be scheduled to clarify details.


    Plan Presentation (60–90 minutes)

    A comprehensive review of your financial plan, including an easy-to-read summary of net worth, goals, action steps, and more.


    Implementation and Action Steps

    We’ll provide clear instructions for next steps, whether they’re to be managed by you or your planner.


    Six-Month Check-In

    A follow-up meeting to address questions, monitor progress, and make any necessary adjustments.


    Ongoing Bi-Annual Reviews

    After the first year, bi-annual meetings keep your plan up to date and aligned with your evolving needs.


    CFP® Professional Access

    Throughout your journey, you’ll have direct access to a CFP® professional for questions and guidance.


  • Hourly Financial Planning

    If you have just a few items you’d like help working through, we can offer hourly financial planning. You ask the questions, we lay out the answers, and help where you need it. First time home buying? Debt repayment? College funding advice? How to utilize your 401k to maximize employer match?


    Get questions answered, written recommendations with action to be taken.


    Hourly rate: $300/hour. Starting at $600. Quote dependent on complexity of project.