Financial Life Planning

Personal Financial Planning means different things to each of us. For some it’s all about a secure and comfortable retirement while others need guidance in how to invest their money or how to transfer their family wealth.

At Alexander Financial Planning, we begin your financial life planning process by asking questions. You are the expert of your life and we are here to guide you:  

  • clarify what you want to do
  • prioritize
  • quantify your goals
  • simplify
  • implement 

 

We Adhere to the Certified Financial Planner's Process

Your desire to seek answers to your questions is what drives the financial planning process. Our meetings with you are interactive and follow a very circular process. One of the most difficult tasks to complete in financial planning is gathering your information. We have a data gathering form to assist you in collecting what you need to begin the financial life planning process. From here we have a very systematic way of reviewing your financial picture.

 

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Comprehensive Financial Planning Covers Key Areas 

Your peace of mind begins by knowing where you are today so you can get to where you want to be tomorrow. We often equate the first year of financial planning to drinking out of a fire hose. There are so many things that may need to be done. You may be looking for validation that you are on the right path. Our thorough process allows us to run "what if" scenarios that gives you a foundation to move forward with your financial plan.    

 

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Our clients don't need us all the time, but when they do, they can count on our knowledge of them to resolve an issue quickly. We have a strong educational bent toward everything we do to help our clients answer the "why" questions.  

 

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