Aligning the wealth you've earned, with a confident lifestyle and lasting legacy.
The Wealth Evaluator-5 Questions, 60 seconds. Know where you stand and clarify your next financial step.
HWM Guiding Principles
☼ Philosophy- Align the wealth you’ve earned with the lifestyle you want to live and the legacy you wish to create.
↗︎ Method- The Hampton Method is a three-tiered approach to risk-managed growth and distribution, aligning assets for liquidity, lifestyle, and legacy.
✧ Client Relationships- Our relationships follow the P.L.A.N. Framework: Prepare, Learn, Act, and Nurture—providing consistency and ongoing guidance.
One Partnership, Three Pathways
How do we work together?
Wealth Evaluator Clarity → Retirement Directive Guidance→ Legacy Partnership
Not sure where to begin? Take the Wealth Evaluator Quiz first to clarify your next steps.
Retirement Directive
1-Day, 1:1 Guidance, 1-Page Plan
You’ve built your wealth—now you’re ready for clear answers to the questions that matter most as you enter a next phase of life.
Legacy Partnership
Long-Term Wealth Management
You’re ready for a partner to manage your assets through risk-managed, tax-aware strategies, supporting the lifestyle and legacy you've earned.
Clear Answers, Confident Results
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"Love the extra education! It gives me a better understanding of everything with a visual representation and how things work."*
Michael B.
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"Meeting with Melissa is like meeting with a family member. Her genuine care for our future is evident, making it clear she's in the business for the right reasons. She makes financial planning understandable, attainable, and exciting!"**
Marco M.
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"Melissa understands and celebrates my goals and accomplishments. She helped me establish a plan and is committed to assisting in future wealth management."**
Sarah P.
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"As we began to plan out our investment strategy with Melissa, she took the time to learn about us, our values, and our goals."***
Eric J.
This statement is a testimonial by a client of the financial professional as of 03/10/2025, 07/29/2024, and 03/19/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
The Retirement Directive
Financial Planning
The Retirement Directive is a financial planning, one day intensive, designed to connect the wealth you've built to the lifestyle you're ready to live. Get clear answers to take you from uncertainty about your next steps, to financial clarity about your future.
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When can I retire?
How much can I comfortably spend?
How do I create income from what I've saved?
What tax considerations should I be aware of?
What do I want my wealth to ultimately accomplish?
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LEGACY Guides our Process with 5 Key Financial Elements:
L-Liquidity, Lifestyle, and Legacy- The Hampton Method.
How you turn your savings into risk-managed tiers of income to live the lifestyle you've earned.
E-Evaluate retirement accounts & income options
How to turn what you've saved into options for income and appropriate elections for social security.
G- Guard your assets against unexpected risk.
What should you have in place to protect your family and the wealth you've grown?
A- Assess tax strategies.
How to go from earned income to tax-managed distributions.
C- Create an estate planning checklist.
What estate options are available and how to best prepare for an efficient attorney meeting.
Y-Your purpose becomes impact.
How a meaningful career can translate into lasting impact for your family and community through service and/or charitable giving.
*We provide access to an additional CFP® and tax analyst to resolve complex financial situations. If your situation is beyond the scope of the Retirement Directive, we complete the Directive first, then expand into an additional engagement with our LPL team of professionals.
What additional questions may be answered during the Directive?
When can I retire or am I on track?
How much can I spend to stay aligned with my goals?
How can I save into organized buckets to reach my short, mid, and long-term goals for myself and family?
How can I better utilize my income and cashflow (social security analysis for retirees)?
What estate documents should I have in place?
When should I transfer assets to my family or charity?
What tax strategies can help me to keep more of what I earn?
What appropriate debt parameters should I consider when accumulating property or assets?
*The Intensive does not assist with consumer debt payoff or initial emergency savings steps. Please take the Wealth Evaluator if these items are currently your top financial priority.
What can I expect during this process?
You'll begin with a 1:1 onboarding call to establish expectations, goals for success, schedule your Directive date, and begin a short data collection survey due prior to your Directive day.
You should plan to commit a full day for your Directive, from 9am-12pm, and 1pm-2pm MST.
You'll gain the majority of your education, feedback, and answers to your top questions that day. Your 1-page financial plan will be delivered to you after further analysis, accompanied by actions steps to make your plan successful.
What happens after the Directive?
You may choose to implement the plan on your own, or continue working with a CFP® for ongoing guidance and wealth management as a Legacy Client Partner. *This partnership is reserved for clients at a minimum asset level.
What if I need more analysis for complex situations?
We provide access to an additional CFP® and tax analyst to resolve complex financial situations. If your situation is beyond the scope of the , we will complete the Intensive and expand into an additional Wealth Plan engagement with our LPL team of professionals.
What if I have additional questions after the Directive or would like an annual review of my plan?
A Retirement Directive update is available on an annual basis for those who are not Legacy Clients. They may continue access to their plan software at a monthly rate and have the option to review 1:1 with a CFP® once a year.
What is not covered in the Retirement Directive?
-Consumer or high-interest debt payoff. Please take the Wealth Evaluator and follow financial foundation steps.
-Evaluation of current insurance products. We tell you what you should have for appropriate coverage.
-Your liability coverage on assets. We tell you the benchmark you should be at for adequate coverage.
-Assessment of current estate documents. You are educated on estate planning options and terms along with a checklist to take to your attorney.
-Partnership/ESOP/complex employer or employee options, multiple property income assessment, business evaluation, property liquidation, or business acquisition or sale. These require a Wealth Expansion engagement.
-Implementation of action steps. An ongoing Legacy Partnership is required for our team to implement the action steps.
Legacy Partnership
Investment Management
You've built your wealth, made a plan, and are living a confident lifestyle. Now, you need a partner to manage your assets with a tax-smart and risk-managed approach.
Using our proprietary approach - The Hampton Method™, assets are aligned for the 3 L's: liquidity, lifestyle spending, and longevity savings. Your portfolios are reviewed regularly and adjustments are made as needed, with an annual strategy meeting to ensure your investments remain aligned with your goals.
In today’s evolving financial world, you deserve access to more than just a portfolio—you deserve a team. Through my practice, you gain exclusive access to Separately Managed Accounts (SMAs), institutional wealth managers, and full teams of investment strategists. Think of it as a second set of expert eyes on what is likely one of your most valuable assets.
HWM partners with individuals who have built $1M-$10M+ in investable assets. If that’s you, I invite you to experience the confidence that comes from a strategic, collaborative, and proactive approach to wealth.
Together, we’ll strive to preserve what you’ve worked so hard for, simplify the complex, and give you the freedom to focus on what matters most.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
More information about LPL Financial
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HAMPTON WEALTH MANAGEMENT