Broker Check

Our Process

At Houghton Financial Partners, our firm’s process is designed to specifically help clients visualize the path to reaching their financial goals and alleviate any concerns through careful planning. Our team developed an educated, authentic, and caring approach with a high level of customized service for our clients since the inception of our firm. We are excited to bring this knowledge and service to help our clients achieve their financial goals.

We listen to the concerns and needs of our clients and then meet to collaboratively respond with researched information and care, and we work hard to base each approach depending on your needs. Our team practices a specialized, time-tested approach to planning that includes the following four phases:

Our Four-Step Process


We will organize your finances so that you can see your financial picture more clearly and establish goals that you want to reach in your future.


Intelligently personalized strategies for your family and company. We offer unbiased advice with a precise focus on your goals. Our experience helps ensure you have access to a broad spectrum of solutions and sophisticated strategies.


Depending on your investment objective, we will make specific asset and investment recommendations to bring those strategies to life and put them into action with your approval. Each client has personalized strategies to align with their personal goals and risk tolerance.


Concurrently managing the preservation of capital and growth is a directive we take seriously. After strategies are implemented, we continuously monitor your progress in concert through regular meetings to help you stay on track or pivot when life throws you a curveball.

Let's Get to Know Each Other

If you feel that our process aligns with what you may be looking for in a financial partner, please feel free to contact us and we will be happy to answer any questions you may have about our financial planning process.