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 → Wealth PLAN Guidance → Legacy Partnership
Not sure where to begin? Take the Wealth Evaluator Quiz first to clarify your next steps.
Wealth PLAN
A financial plan for those entering a legacy era.
You’ve built your wealth—now you’re ready for clear answers to the questions that matter most as you enter your 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.
Wealth PLAN
Financial Plan for those nearing or entering retirement, or their legacy phase of life.
Offered as The Intensive or Collaborative
Wealth PLAN Intensive
1 Day ✧ 1:1 CFP® Guidance ✧ 1-Page Financial Plan
Wealth PLAN Collaborative
8 Weeks ✧ CFP® + CPA Team ✧ Complex Planning
You’ve spent years building wealth. Now it’s time to connect what you’ve earned with the life you’re ready to live.
The Wealth PLAN is a focused financial planning experience designed to give you clarity around the decisions that matter most. Together, we look beyond account balances and investment returns to help align your income, spending, taxes, estate planning, and long-term goals with the lifestyle and legacy you want to create.
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Am I on track for retirement and future goals?
How much can I spend while staying aligned with the lifestyle I want?
How should I protect my assets and family from unexpected risks?
What tax strategies could help me keep more of what I've earned and saved?
What estate planning essentials should I consider to begin creating my legacy?
How do I turn my purpose into impact?
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Guided by 5 Key Financial Elements for those ready for IMPACT:
I-Investing for Liquidity, Lifestyle, and Legacy
M-Maximize what you can spend while staying aligned with your goals
P-Protect your assets & family from unexpected risk
A- Assess tax strategies to keep more of what you earn or have saved
C- Create an estate planning essentials to prepare for a productive attorney meeting
T-Turn purpose into impact for your family, community, and the causes you care about most
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The PLAN Process You Can Expect
Prepare→ Goal Establishment Meeting
Learn→ Clarity Through Education & Answers
Act→ Action Step Meeting with Plan Results
Nurture→ 3-Month Follow-Up for Progress
What additional questions may be answered during a Wealth PLAN?
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 and how should I transfer assets to my family or charity?
What appropriate debt parameters should I consider when accumulating property or assets?
What can I expect during this process?
You'll begin with a 1:1 onboarding call to establish expectations, goals for success, begin a short data collection survey, and schedule your Education Day.
You should plan to commit a half day for the Education Day, estimate from 9am-12pm or 12pm-3pm MST.
you'll gain the majority of your education, feedback, and answers to your top questions that day. For the Intensive, your 1-page financial plan will be delivered to you within a week after further analysis, accompanied by actions steps to make your plan successful. For the Collaborative, you will have an additional CPA strategy and CFP® progress meeting 4 weeks after Education Day, followed by plan delivery during week 8.
What happens after the Wealth PLAN?
You may choose to implement the plan on your own, or continue working with a CFP® for annual guidance or wealth management as a Legacy Client Partner. *This partnership is reserved for clients at a minimum asset level.
What if I have additional questions after the Wealth PLAN or would like an annual review of my plan?
After the first 3-month review, a plan 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 a Wealth PLAN?
-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 require the Collaborative.
-Implementation of immediate action steps are included in the Collaborative and completed during the 8 weeks.
What if I'm not ready to retire, can I still apply for the Wealth PLAN?
Yes. If you take the wealth evaluator and are in a place where you need answers to the questions evaluated in the Wealth PLAN, you can engage in that process. However, the Wealth PLAN is highly focused on long-term goals and legacy planning, hence it is most successful for those who are past major financial swings or changes and are ready to establish a solid plan for their future and legacy. The Intensive is better suited for those 5+ years away from retirement, whereas the Collaborative is most recommended for the deeper analysis within 5 years of retirement or recently retired.
How much is a Wealth PLAN?
The Intensive: $2750-$3250
The Collaborative: $6,000+
Payments may be made upfront or over a 3-month payment plan.
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.
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HAMPTON WEALTH MANAGEMENT