Our Process
The AFS Wealth Management Process
Step 1: Discovery Meeting
Confidence and Peace of Mind only comes when you have the core belief that you are trusting your life's savings & financial future to someone who cares about it as much as you do, and has the skills and training to help you protect and grow your assets in a safe and secure manner.
The purpose of our first meeting is to get to know each other and determine if the services we offer are a good fit with what you are looking for and need in a financial advisor. We'll talk about what your financial objectives are, and what it is that you're looking to do. We will also discuss our financial planning strategies and what we can do to help you achieve your goals.
Step 2: Financial Blueprint
In our second meeting we'll review and confirm our understanding of your objectives and what you are trying to accomplish. We’ll then review the issues and concerns we see in your current financial situation as it relates to your objectives and review how we can help you better align your financial situation to meet your objectives and the investment for our services.
At the end of this meeting if we both decide that there is a good fit, we start to build your financial plan starting with our next series of meetings.
Step 3: Building Your Financial Strategy
In our next series of meeting we'll work with you to build your financial strategy which includes the following areas:
By the end of the financial planning process you'll have a solid understanding of your current financial standing, and what needs to be done in order for you to achieve your financial goals. Our objective in the planning process is to make sure that all aspects of your financial plan are working together like a finely tuned Swiss watch, providing you security and peace of mind in retirement so you can concentrate on what is important to you.
Step 4: Ongoing & Proactive Management
As life changes so should your plans. We will meet at least annually and re-evaluate your financial plan, making adjustments as necessary to ensure that you are on target to achieve your objectives. In addition to our regular reviews, your wealth managers will be actively managing your accounts to help protect and preserve your hard earned assets.
Our wealth managers are chosen based on their track record and philosophy that you don't have to lose in order to gain. Those same wealth manager will be managing your money on a daily basis and will work hard to protect, preserve and grow your hard earned assets. In addition you'll always have our Chief Investment Advisor, Phil Putney CPA/PFS overseeing your accounts and working with you one-on-one to achieve your financial objectives.
Our Commitment to You
Is to always put your interests first, and do our very best to ensure that your assets are protected as best as possible. Here at AFS Wealth Management we're committed to treating and protecting our clients like family. Rediscover what it means to have Confidence and Peace of Mind in retirement.
Questions? Phil Putney, CPA/PFS is a federally licensed fiduciary. Call (248) 888-7530 or click here to schedule a no obligation consultation.
