Goals-Based Financial Planning

Helping you plan your financial future is our most important job. That’s why 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 team is ready to help achieve your financial goals.

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Our Process

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  1. Understand: Complete the Discovery Process
    During the discovery process, your team will assist you in identifying your goals, expectations, concerns, and tolerance. We’ll also recommend familiarizing yourself with our online panning tools available through our Wealth Manager platform.

  2. Plan: Create a Customized Financial Plan
    Your team will 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 will also include several customized recommendations that will help you achieve your financial goals and dreams.

  4. Guide: Move Forward with Your Financial Plan
    Once the proposed plan is agreed upon, we will develop a guide for implementing the proposed solutions that will help you prioritize your next steps.

  5. Serve: Regular Progress Meetings
    We will 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.

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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.

Other investment products and services, such as brokerage, advisory accounts, annuities, and insurance are offered through Hancock Whitney Investment Services, Inc., a registered broker/dealer, member FINRA/SIPC and an SEC Registered Investment Advisor.

Hancock Whitney Bank and Hancock Whitney Investment Services Inc. are both wholly owned subsidiaries of Hancock Whitney Corporation.

Investment and Insurance Products:

NO BANK GUARANTEE NOT A DEPOSIT MAY LOSE VALUE NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY