Start your financial journey with AMD
Our 6 step process is structured to put your goals and ambitions first
Step 1
Free consultation meeting
Before committing our time or yours, this 15 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
Sign the customer agreement
We will send you our Customer Agreement for signature, and after signing we will schedule the first get to know you meeting
Step 3
Get to know you meeting
Review statements / policies / cash flow / and employee benefits
Discuss family, work, your values, and
Develop your goals, and attach your why to your financial and life goals
Collect documents to help guide our analysis
Step 4
Planning work is completed
Review statements / policies / cash flow / and employee benefits.
Step 5
Plan presentation
See our recommendations in plain English and what i recommend you implement to meet your goals
