Start your financial journey with AMD
Our process is structured to put your goals and ambitions first
Step #1
Free Consultation
(30 min)
Before committing our time or yours, this 30 minute phone call allows us to ask about your desired services and get an understanding how to help you financially. We will also describe the firm, our process, and our fees.
Step #2
Discovery Meeting
(1 hour)
Prior to this meeting, we will ask you to securely upload your documents.
During this 1-hour deep dive, we will review statements, policies, cash flow, employee benefits, and more. At the same time, we will discuss family, work, and your values that drive your life.
By the end of this meeting, we both should have a good idea of your needs, along side your financial and life goals that we can incorporate into your financial plan.
Please allow 2 weeks to complete our analysis.
Step #3
Plan Review
(1 hour)
After we have taken the time to complete a comprehensive review, now are able to sit side by side to review our work. You will see our recommendations and findings in plain English and not complex jargon matched with charts and graphs.
After this meeting, we expect you to take the information home and discuss it with your significant other or those close to you. I want you to understand this is a long-term relationship and I am not looking for a quick sale.
Step #4
Implementation
(For the long term)
Congratulations! If you have made it to this step you have decided to get serious about your financial future and we are beyond excited to start working with you.
In the first year as a client, we hold quarterly check ins to review progress and make updates and changes where necessary.
Now that you will be following our predictable service calendar, you can take the sigh of relief knowing you are on the right track towards your financial goals!
Predictable Service Calendar
Clients can rest assured knowing what we are working on in the background, and that they can expect to hear from us along the way.
Jan-Mar
Project new year expected income/financial needs
Review investment allocation/IPS
Coordinate with your CPA/Tax professional during tax time
Apr-Jun
Prior year tax return review
Education Planning
Cash Flow/Debt Management
Jul-Sep
Review Employee Benefits
Refresh Estate Plan
Assess insurance needs
Oct-Dec
Finalize current year income estimates
Confirm RMDs have been taken
Review client specific opportunities prior to year end
Does this sound like you?
“Which retirement account should I be contributing to?”
“My last advisor kept trying to sell me products. Are there any advisors out there that will listen to my needs?”
“We are looking to buy a house. Where should we be saving money?”
“How soon can I retire, what will my income look like, and how will I afford the cost of health care?”
“Large cap equities, variable annuities, 401(k)s and 403(b)s, long term care insurance, emerging market debt…what does this all mean?!”
“I want to be able to pay for my children’s college education.”
“I have multiple loans outstanding and I need help paying down the balances.”
“Why do I owe money to the IRS every year after filing my tax return?”
“I seem to change my investment strategy every time the market falls…”