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What to Expect
- Talk to a professional and decide which plan is right for you.
You can reach out by filling out this form or calling us at 1-888-955-5432.
- Meet with a planner to discuss your unique situation.
Your planner will analyze your needs, habits and goals, and build a custom plan tailored to you.
- Review your plan and how to implement it going forward.
To help you manage your plan, you will get access to our Planning Portal – a personal financial management tool where you can aggregate financial accounts, access budgeting tools, monitor cash flows, manage debt, and more.*
* All plans come with one year of complimentary access to our Planning Portal - a personal financial management tool where you can aggregate financial accounts, access budgeting tools, monitor cash flows, manage debt, and more. After your plan’s 1-year anniversary, your access will expire unless you choose to renew your access for another year for $99 or update your plan for $250.
Financial planning and investment advice provided by John Hancock Personal Financial Services, LLC (“JHPFS”), an SEC registered investment adviser. Investments: not FDIC insured – No Bank Guarantee – May Lose Value. Investing involves risk, including loss of principal, and past performance does not guarantee future results. Diversified portfolios and asset allocation do not guarantee profit or protect against loss. Nothing on this site should be construed to be an offer, solicitation of an offer, or recommendation to buy or sell any security. Before investing, consider your investment objectives and JHPFS’s fees. JHPFS does not provide legal or tax advice and investors should consult with their personal legal and tax advisors prior to purchasing a financial plan or making any investment.