MISSION STATEMENT   to aid clients in designing and realizing their ideal financial and personal lives. 

1. Provide highly personalized, responsive and comprehensive financial planning and management
   services. 
    

2.  Deliver these services on an on-going basis to a limited number of medium to high net worth individuals.  This provides clients with optimum opportunities  to be engaged and thereby build and preserve wealth and enhance their lives.
    

3. Emphasize a holistic life-planning approach aligned with core values. 

Guiding Principles

• Fee-only, rational, objective advice 
   

• Work to obtain the best possible outcome for the client, i.e.,  no product sales or referral fees.
   

• Provide the highest quality service at the most reasonable price.  Do this by utilizing quality technology and technical services while minimizing on-site staffing and overhead costs.
   

• Develop plans based upon clients' personal values, beliefs, aspirations and resources.
   

• Serve as a resource, facilitator, score-keeper and champion to clients' plan implementation.
  Use a coach approach to enable movement through stuck places
   

• Operate from a place of personal trust and principles.  
  Work with individuals who are of a like mind.

HEIMFORTH WEALTH MANAGEMENT

In 1994-5, while functioning as a consultant to business, real estate and tax clients,  the firm's founder, Doug Heimforth, began receiving  requests to provide fee-only personal financial advisory services.  As a result he developed the concept and moniker of the Personal Financial Coach^sm.  The PFC  principle is to impart value by providing a breadth of  financial expertise and guidance, specific to each client, and delivered using a "coach approach," i.e., sitting alongside the client.  During this early period, fees were on an hourly or project basis.

In 1996, Doug recognized that many clients' were not implementing their financial plans.   This was mostly the result of the client having neither adequate time,  inclination nor adequate technical expertise to take action.  As a result, HWM formally began providing comprehensive wealth management services on a retained basis, as an independent Registered Investment Advisor (RIA).

Since then, as clients' have accomplished  goals and achievee some financial peace of mind, attention has shifted  to helping them:
(a) identify, refine and live their lives out of core values
(b) find strategies and tactics to live their life visions, i.e., what do you really want to do?
(c) begin work on their legacies. 

Location: At the beginning of 2007, after many years of having an office location in Los Altos, California, HWM became a  virtual advisory firm.  The evolution of technology has enhanced the ability to deliver service through better phone, fax and online capabilities.  In this era when time really matters, this provides an ease of access and communication that can be very rewarding.  Of course, nothing will replace face-to-face meetings, which Doug continues to insist upon having periodically.  

Most of the time now, when not visiting clients or friends in California or off on a fact-finding mission, Doug works out of his home office in Boise, Idaho

About Doug Heimforth       (Click on CFP & CPA symbols to check license status)

• CFP^TM                    

  

• CPA®

• Professional Personal Coach --- graduate of CoachU  

• Organizations: NAPFA Sustaining Member,, Bay Area Association of Psychological Type,

• Experience synopsis   35+ years developing  & using comprehensive financial, executive and relational skills and experience       
  Independent practitioner/advisor to tax and business clients
   CFO and Controller of high tech companies
  Created, bought, operated and sold several small-businesses