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Goals-based Financial Planning

Helping you plan your financial future is our most important job.

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We've built a five-phase financial planning process that will help you identify and establish your goals, assess where you are today, and plan for wherever life leads you. Whatever your goals may be, we can help get you there.

Our Process



1. Understand: Complete the Discovery Process

During the discovery process, your team can assist you in identifying your goals, expectations, concerns, and tolerance. We can also recommend familiarizing yourself with our online panning tools available through our Wealth Manager platform.


2. Plan: Create a Customized Financial Plan

Your team can work with you to create a customized financial plan to help illustrate where you are in your financial journey, where you would like to get, and identify any gaps that might exist.


3. Educate: Review Your Financial Plan

Your customized financial plan can also include several customized recommendations to help you achieve your financial goals and dreams.


4. Guide: Move Forward with Your Financial Plan

Once the proposed plan is agreed upon, we can develop a guide for implementing the proposed solutions that will help you prioritize your next steps.


5. Serve: Regular Progress Meetings

We can meet with you regularly to discuss your progress and make changes to any goals along the way. Through the Wealth Manager platform, you can conveniently monitor and manage your progress towards your goals—anywhere, anytime.

Empowering You with an Intelligent Online Platform

Our Wealth Manager platform is a sophisticated online platform that allows you to view all of your financial accounts in one place, manage expenses, set a budget and save for personal goals, calculate your net worth and make adjustments to your financial plan if necessary.

Explore Wealth Manager


Why Hancock Whitney? Your dreams can't wait.

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Hancock Whitney Bank offers investment products, which may include asset management accounts as part of its Wealth Management Services.

Investment and Insurance Products:

Hancock Whitney Bank, Member FDIC.