Your Initial Consultation


Your personal financial counselor at Hampton Financial will:

  • Provide you with professional skill and personal interest
  • Diagnose your personal needs
  • Help you set realistic goals
  • Explain immediate and underlying pitfalls
  • Implement your plan of action
  • Monitor and evaluate your progress
  • Work to establish long term financial security


In order for us to get a complete picture of your financial situation, we will need you to bring in all of your monthly bills.  An example of what we suggest you bring is available below.  You are welcome to print this out for your convenience.  A new window will open with the list.  After you have printed it out, close the window.

What to bring

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