Prospective Clients



From Ross Hunt, CFP®

     If you are seeking to establish a new relationship with a financial planner, I hope the information on planning and investing you have found on this site is relevant and helpful to you.  I want you to know how much we value the relationships we have with our current clients and the relationships we have yet to begin with future clients.

     One of our goals with this website is to provide information that helps you understand the benefits of working with Ross & Mary Hunt, Inc.  We hope that by making this information available we can help make a prospective client's decision to hire us an easy one.

     If you are a prospective client and think Ross & Mary Hunt, Inc. may be a good fit for you, we offer up to two hours of consultation with optional Values-Based Financial Planning Map, with the ultimate goal of working together and preparing a written financial plan tailored to your individual needs. Unlike some other planners, we believe you should see the quality of our work before you decide to employ our services.  The Values map and the consultation (up to two hours) are free.  If at that time you decide we can provide a service that fits your needs, we will be happy to discuss beginning a new relationship.

     Please click the button to the right or call our offices and ask for me, and I will personally arrange for your free consultation.




Ross S. Hunt, CFP®