The 6 Steps of the Financial Planning Process
The 6 Steps of the
Financial Planning Process
Before any investments are made, AFS will . . .
1. Establish and define
the client-planner relationship
2. Gather client data,
including goals and objectives
3. Analyze and evaluate
the client's financial status and needs
4. Develop and present
financial planning recommendations and/or alternatives
And once approved, AFS will . . .
5. Implement the
financial planning recommendations
6. Monitor the
financial planning recommendations
We believe that the key to long-term financial independence involves a comprehensive process of coordinating, preserving and maximizing one's assets. We make every attempt to get to know our client and understand their needs and desires. Based on insights gleaned from an in-depth conversation and information gathered through an extensive questionnaire, we create a customized financial plan and investment strategy to optimize our clients' investment desires while minimizing risk and volatility. We believe managing one's assets is an ever changing and ongoing process.
AFS' primary objective is to protect our clients' accumulated wealth and to diversify their investments so they are not aversely exposed to any one asset class.
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