Financial Planning

Let us guide your financial road trip.

Guidance | Planning | Strategies. Your Financial GPS.

Your car’s GPS can take you anyplace you want to go. It will give you a map, directions, mileage, route suggestions and even your estimated time of arrival. It makes traveling simpler than ever.

But what if your destination isn’t found on a map?

If you have financial goals, you need a plan to achieve them. Yet the journey of financial planning can be overwhelming when you have to track your budget, spending, investments, retirement savings, tax strategy… it’s a lot to take in.

So we’ve made financial planning simpler than ever, too—with Financial GPS.

The name stands for Guidance | Planning | Strategies, and with good reason. By collaborating with HK Financial Services, we’ve developed a single dashboard that displays all of your financial information. You can check your budget and make sure your spending stays in line. Watch your investment balances update in real time in response to market performance. See how your decisions today affect your goals for the future. All in one safe, secure place.

Just like your car’s GPS, Financial GPS gives you a reliable, turn-by-turn route to wherever you want to be.

Financial Planning Leader


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Investment advisory services are offered through HK Financial Services (HKFS), an SEC-Registered Investment Adviser, and provided under the d/b/a name James Moore & Co. Brokerage account services for transaction-based commission are sold by ProEquities registered representatives and offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. Erin Spiwak is an investment adviser representative with HKFS. Erin is not a ProEquities registered representative. HKFS, ProEquities, and James Moore & Co. are unrelated entities. Neither HKFS nor ProEquities offer accounting, tax or legal services.

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