Everything we do starts with a simple belief: that what you truly need from us is somewhere at the intersection of financial planning expertise and our understanding of the human aspects of financial decisions. That’s why I founded Haas Financial Group in 2013 after leaving a very traditional financial planning firm where charts were more important than conversations, where products were more important than people—and where revenues were more important than our client’s actual outcomes.
With 35+ years of combined experience, here’s what we’ve learned: traditional financial planning often feels disconnected from real life. True planning is a series of deeply personal conversations that must lead to better outcomes for you and your financial life. So, we’ve made that our mission - to partner with you in a way that focuses on outcomes, leading to a better place of fulfillment and contentment.
Here’s our formula.
First, we need to understand who you are and what matters most to you. If money is just a tool to help you live the life you want to live, then our goal is not to just help you accumulate wealth, but to empower you to use that wealth in whatever way fulfills you. Your financial data and our calculations are important, but they are only a part of the equation. Who you are, what’s most important to you, what you hope to avoid, how you make decisions, and what might sometimes stand in your way are all huge factors in your plan. These require us to be curious about your story and ask lots of thoughtful questions that go beyond just money. We’ve intentionally woven principles of behavioral finance into our approach to help you better understand your financial habits, emotions, and motivations. Because if we can do that, odds are our advice won’t just sit on a shelf. It’ll lead to the outcomes you seek. Which leads to something else that defines who we are....
We know that great advice means little if it’s not acted upon. That's why we believe that our role isn’t just to offer advice, but to partner with you in its implementation. Where we need to roll up our sleeves and act on your behalf, we will. If we need to walk you through the tasks that are assigned to you with education and clear next steps, we will. If we need to coordinate our efforts with other professionals in your life, schedule working meetings to tackle a to do list together or following up with you from time to time with friendly reminders, we will. We’re here to make progress possible.
We’re a small, values-driven team based in Kutztown, PA—a place where community matters and relationships run deep. That spirit is at the heart of our approach and why hearing your life story and what future chapters you want written is the most important part of the process. We don't just view this as our profession; we believe t’s our calling to make your life better by having us in it. We’re guided by faith, family, and community. And we’re here to walk with you, supporting you at every step of your financial journey.
