Getting Started

 One of our key operational guidelines is "Make it easy for clients to do business with us!" Once you have had an opportunity to view our section and the rest of The H Group, Inc. site, and you feel comfortable proceeding, it’s very simple. Just call Lani at (503) 371-3333 or (800) 285-6240 to schedule an appointment.

When you call, she will arrange for you to visit briefly and confidentially with either Ron, Mary, or Larry on the phone. If they are not already on the phone or meeting with clients, she will put you straight through. If they determine that we can add value to your situation (see Who We Serve and What We Do), Lani will book an appointment with one or more of us. She will also send you an introductory packet, which includes other helpful information.

The First Meeting
The purpose of this first face-to-face meeting is for you to determine if you would like to work with us, and for us to learn in more detail how we can improve upon your existing planning and portfolio management. (See Our Process). Unless this is a one-time hourly engagement to address a specific topic, there is no charge for this get-acquainted meeting.

What to Bring
A smile, a handshake, and what’s on your mind are a great start. A net worth statement, our document checklist, and some thoughts about your goals will make the meeting more productive for all of us. The more we have at the first meeting, the more accurate of a fee quote we can give you (see Compensation Disclosure). When you decide to engage our services, we will eventually need more information.

Ground Rules

• Everything is strictly confidential.
• We are too busy taking care of our existing clients to engage in email “conversations" with prospective clients. The only email we will respond to is one requesting that Lani call to schedule an appointment. We cannot send you any additional information until we have a chance to visit with you on the phone or in person.
• If you are married, engaged, or in a long-term relationship with a significant other, both of you need to be present for the initial meeting.

Compensation Disclosure
We are a fee-only practice.  We take great pride in the quality and uniqueness of our work, our objectivity, and our service.