We work with Financial Advisors and Wealth Managers to understand their vision and help them create an achievable path to bring that vision to fruition.

How are we different? The work we do with our clients is customized to their vision and their challenges, very much in the same way you work with your clients.

Then, we come alongside our clients to make sure this vision is implemented because that’s the hard part, right? We become an “adjunct” team member, keeping you accountable and providing resources every step of the way.

Many times, we will step in and work on projects with you and your team. Why? Because we know this is the piece that’s been missing.  We have experience working with over 100 great firms in every aspect of owning a business.

Give us a call and find out how we can help you!

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STRATEGIC PLANNING AND IMPLEMENTATION

In its simplest definition, Strategic Planning is an organization's process of defining its strategy, or direction and making decisions on allocating resources to pursue...


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HIRING ASSISTANCE

We have a proven process to help you hire right the first time. We work with Advisors and CPAs to hire top notch personnel for their firms. We handle the entire hiring process from A to Z removing the bulk of distractions created by hiring.


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Testimonials

Ron Roge, Chairman & CEO
R.W. Roge & Company, Inc.
Bohemia, NY
www.rwroge.com

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I've hired and worked with a lot of consultants over the past three decades and for this very reason I was not interested in hiring another consultant to tell me what needs to be done and not have the ability to implement their recommendations and hang around and be accountable for the results, but I agreed to meet Ginny Hudgens at the behest of one of our vendors.

Testimonials

Paul Moffat, President & Owner
Arista Wealth Management
Las Vegas, NV
www.aristawealth.com

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I knew I did not have the right person in place to handle my administration and the daily running of my firm but had no idea where to go or what I needed to do to remedy the situation.Ginny came to Las Vegas, met me and my assistant and made some suggestions to try and correct the current situation. When this did not bring about the needed improvement, Ginny helped me make the change to a new person.

Testimonials

Iris Dayoub, President & Owner
Alpha Financial Management
Savannah, GA
www.alpha-sav.com

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I have been a financial planner for many years and I am very passionate about what I do. However, recently, it seemed as though working in my firm had become a chore. I had some staff issues and just didn't look forward to coming to work anymore. Ginny first caught my attention with her strategic planning technique. She is a firm believer in having a strategic plan.

Testimonials

Scott Cole, Owner & President
Cole Financial Planning
Bessemer, AL
www.colefinancialplanning.com

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I know where I want to take my firm, the quality of life I want to build for my clients and my family but I was having a difficult time getting my arms around what steps to take and when to take them. Ginny has been able to provide the direction I needed to move my firm forward. She assisted me in writing a strategic plan for my firm which encompasses all the aspects I need to get focused on not only building my firm and client base but has helped me articulate who I want to work with.

Testimonials

Walter Wisniewski, President & Owner
Arcadia Wealth Management
Smithtown, NY
www. arcadiawm.com

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I called Ginny initially because my daughter, Allie, was about to come onboard my firm as my future successor. I wanted her experience to be a good one and her transition into my firm to go smoothly. After several initial calls with Ginny, we decided having Allie perform as the Chief Operating Officer (which we needed anyway) while she was studying for her CFP was a great way for her to learn the business from the "bottom up" so to speak.

Testimonials

David Frisch, President
Frisch Financial Group
Melville, NY
www.frischfinancial.com

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I was referred to Ginny by my Client Service Advisor at TD AmeriTrade. I knew we had some staffing issues but I was not sure where the "symptoms" we were experiencing were pointing. In my initial conversation with Ginny, I talked to her about having job descriptions for my staff. Ginny was able to help me realize that having job descriptions was just one of many steps involved...

Testimonials

Zaneilia Harris, President and Owner
Harris & Harris Wealth Management
Upper Marlboro, MD
http://hhwealth.com/

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I knew that I wanted to help individuals going through life transitions, like receiving an inheritance, career advancement though job change, divorce, or loss of a spouse. Why? Because during these times, very important decisions need to be made that can affect an individual's well-being and their future. Then I met, Ginny Hudgens. She became my coach and had me focus on what I wanted for my life.

Testimonials

Al and Dana Cremer
Cremer & Associates
Melville, NY

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Ginny & Brian were referred to us by David Frisch of Frisch Financial who has been a client of hers for over 4 years. We had seen the changes and improvements taking place in his firm and were intrigued by what was happening…the improvements both in his firm and his personal life.

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JOURNAL OF FINANCIAL PLANNING

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