AMD’s 4 step process
Structured to put your goals and ambitions first
▶ Step #1 - Free Consultation
Before committing my time or yours, this meeting allows me to ask about your desired services and get an understanding how to help you financially. I will also describe the firm, my process, and my fees.
▶ Step #2 - Discovery
During this 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.
▶ Step #3 - Plan Review
My recommendations and findings will be presented in plain English and not complex jargon. After I have taken the time to complete a comprehensive review, we will sit side by side to review your initial plan. I will walk you through my specific recommendations, and will leave plenty of time for Q&A.
▶ Step #4 - Implementation
Your financial life evolves over time, and your plan should too. Through my predictable service calendar, I provide ongoing monitoring, guidance, and adjustments to keep your retirement planning on track.
Predictable Service Calendar
Clients can rest assured knowing what to expect, and when they will hear from me.
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