Services


Veronica R. Hart, CFP ® provides comprehensive financial planning services. She operates on an entirely client driven, fee-only basis. This allows her to provide her clients with the most objective advice possible by eliminating potential conflicts of interest such as commissions and other forms of compensation. Veronica's clients have the freedom to engage her in a one-time, as-needed, or ongoing basis.

Your financial goals may may include:

Veronica offers a complimentary "Get Acquainted" meeting to begin your financial planning process.  The meeting lasts approximately forty-five minutes, and will involve a discussion of your financial goals and how Veronica can help you to attain them.  

Remember, its never too late to start planning for the future.  Feel free to call Veronica at (979) 680-1838 or email her at vhart@getplanning.com to set up your "Get Acquainted" meeting.  Also, please read the Seven Steps to Building a Brighter Financial Future and fill out the confidential questionnaire to jump start your financial future.