As your guide,
we offer our extensive experience to help you strategize
and choose wisely in your ongoing financial journey.
Your peace of mind begins by knowing where you are today, so you can get to where you want to be tomorrow.
First year clients of financial planning often equate their experience to drinking out of a fire hose. There are so many things that may need to be done and you may feel the need for validation that you are on the right path.
AFP shifts this potentially overwhelming experience and scales things down to a manageable size so you can clearly see what the focus should be and how it can be achieved.
We begin your financial life planning process by asking questions. YOU are the expert of your life and we are here to listen, strategize and guide you on your financial journey.
Which Service is Best for You?
We offer 4 different Services to choose from based on your needs and where you are on your Wealth Life Span.
Some of our clients just want a financial plan. Others are not ready for a plan yet, but need help in managing their investments. A majority of our clients want both services, so we have combined them based on what stage in life you are in.
Cash Flow Wealth Management
• Combines cash flow planning & on-going portfolio management
• Retirement readiness and beyond
• For ages 50 and up
• Initial Plan – (7) meetings, quarterly “To-Do” list
Goal Driven Wealth Management
• Combines goal based planning & investment recommendations
• Financial guidance & establishing a foundation
• For ages late 20s to mid/late 40s
• Initial Plan – (3) meetings, quarterly “To-Do” list
Financial Life Plan
• A comprehensive plan covering all key areas
• Cash flow planning model
• For age 50 and up
• Initial Plan – (5) meetings, quarterly “To-Do” list
• On-going portfolio management
• Investment Policy Statement (IPS) & quarterly reports
• Rebalancing annually or when appropriate
• Initial Plan – (3) meetings
Securing the right fit.
We take great pride in ensuring that we are able and capable of fulfilling the needs of our clients throughout the full spectrum of their financial journey with AFP.
Learn more about how you can assess
if our services are right for you.
CHECK YOUR FIT