Discover Financial Freedom

A typical meeting with Hearthstone Financial Services lasts about 60 minutes. This allows enough time to thoroughly review your financial situation, discuss your goals, and provide personalized recommendations. If additional time is needed, our experts will work with you to schedule follow-up sessions.

For your meeting with Hearthstone Financial Services, please bring all relevant financial documents, such as bank statements, investment accounts, and any other financial information. This will help us provide the most accurate and personalized coaching. Additionally, having a list of your financial goals and any specific questions you have will be beneficial.

At Hearthstone Financial Services, we offer virtual consultations and online financial coaching for clients outside Raleigh, Cary, Durham, Wake Forest, Rolesville, Garner, Apex, and Morrisville. Contact us to discuss your needs, and we'll tailor a plan for you, no matter your location.

Hearthstone Financial Services accepts various payment methods including Venmo, PayPal, and Zelle. Please contact our support team if you have any questions about payment options.

Yes, you can reschedule a meeting with Hearthstone Financial Services. Please contact our support team at least 24 hours in advance to arrange a new time that works for you.

There is no fee for rescheduling a meeting with Hearthstone Financial Services as long as you contact us at least 24 hours in advance. If you need to reschedule within 24 hours of the scheduled meeting, a rescheduling fee may apply. Please contact our support team for more details.

Our cancellation policy allows clients to cancel a meeting up to 24 hours in advance without any charges. Cancellations made within 24 hours of the scheduled meeting may incur a fee. Please contact our support team for more details.

If our services do not meet your expectations, you can request a refund within 3 days of your session. Contact our customer support team to initiate the refund process. We are committed to your satisfaction and financial well-being.