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Financial Planning Specialties

Financial Planning Areas

These are the main areas of financial planning for which we provide analysis and recommendations.

These areas overlap and are very interdependent. Changes in one area will drastically affect decision making other areas. It is important to work with a qualified Financial Planning professional who understands how to analyze and coordinate these different areas.

AFA is qualified and has the experience and knowledge to build a coordinated customized financial plan for you. Our financial plans are individually crafted for you unique situation. You will receive a concise, custom written, personalized financial plan that addresses your needs.

  • Goal Setting & Planning
  • Cash Management
  • Assets & Debts
  • Employee Benefits
  • Educational Planning
  • Retirement Planning
  • Investments
  • Tax Planning
  • Risk Management
    – Insurance
  • Estate Planning

The Comprehensive Financial Planning Process

Step 1

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Establish and define the client-planner relationship with an initial client meeting.

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This initial meeting is an opportunity to discuss your financial situation, goals, and areas where you might want our help. It is also an opportunity for you to get to know us and our services. It is an opportunity to see if we have a good fit for working together on such an important aspect of your life. If you choose to work with AFA, you will work an experienced, objective, fee-only NAPFA FINANCIAL PLANNER; you’ll be working with one of the most competent and trusted advisors in the industry. It is important that we both feel comfortable with each other and have good working chemistry.

The initial meeting usually runs about 45 minutes. Please bring along investment statements, your tax return, and the answers to as many questions as possible from our Client Questionnaire. The more information the better it is for us to determine the amount of effort and scope required for the engagement.

Step 2

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Gather client data (goals, objectives, concerns, values, information from Client Questionnaire, Tax Returns, Statements).

Step 3

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 Analyze and evaluate the client’s financial status.

Step 4

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Develop and present financial plan with recommendations.

Step 5

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Implement recommendations from the plan.

Step 6

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Monitor the financial plan implementation process.

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