The A.D. Financial Planning process begins with an in-depth discussion about your
personal goals and objectives. Our
understanding of your unique situation assists us in creating a financial plan
that addresses your personal desires, needs and values.
| Our First Meeting: |
During our initial, complimentary, meeting we discuss your
specific situation and goals. We will also discuss if the financial
planning process of A.D. Financial Planning fits your needs. |
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| Information Gathering and Goal Setting: |
The information gathering and goal setting stage involves review of
the details of your current portfolio, assets, retirement dates, children's
education, and more. We accomplish this via private and
confidential questionnaires, counseling, and an examination of your documents
and records. |
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| Information Analysis: |
We will carefully analyze your information, identify the strengths and
potential areas for development in your present financial circumstances, and
assess how these attributes may affect your ability to achieve your financial
goals. |
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| Plan Development: |
We will design a set of recommended actions tailored to your financial goals. |
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| Plan Implementation: |
This is a critical stage. A.D. Financial Planning is your
partner, guide and educator in reaching your financial goals but it takes
both of us to have a successful plan. You must be diligent in implementing action items resulting from plan development for the plan to be
successful. |
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| Plan Review: |
At your request, A.D. Financial planning will help you monitor
your financial plan and provide updates to the plan on an ongoing, life-stage
basis. |
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