Your Complimentary Wealth Strategy Session
A personalized conversation designed to help you gain clarity, prioritize what matters, and understand your next best steps — whether we work together or not.
What You Can Expect
Clarity on Your Goals
We walk through what matters most and confirm the outcomes you want to achieve.
High-Level Recommendations
You’ll leave with practical next steps tailored to your financial picture.
Zero Sales Pressure
This is a collaborative conversation, not a commitment to work with us.
Who This Session is For
Families and individuals facing meaningful financial decisions
People planning for retirement or major life transitions
Anyone wanting a second opinion on their current plan
Individuals looking for comprehensive, fiduciary guidance
What We’ll Cover
Your objectives, goals, values, and priorities
Retirement readiness or largest financial question
Investment portfolio and risk considerations
Tax, estate, or planning opportunities
A roadmap for your next steps
Why Clients Work With Hartstone
Fee-only, fiduciary advice, and putting clients first
20+ years of experience across leading institutions
Commitment to clarity, simplicity, and long-term relationships
Boutique availability and personal attention
Meet Jason Su
Founder & Principal Advisor, CFP
Jason has spent more than 20 years guiding families through investment decisions, retirement transitions, tax-efficient income planning, and multi-generational wealth strategies. His career includes advisory and planning roles with Vanguard, USAA/Schwab, and Fidelity, where he helped thousands of clients make confident financial decisions.
Clients describe Jason as patient, steady, and genuinely invested in their lives—not just their portfolios. His approach is grounded in listening first, clarifying values, and helping clients align financial decisions with what matters most.
“The best financial advice comes from knowing someone well. Numbers alone don’t tell the whole story.”