Our Planning Process

We believe having a guide through the financial planning¹ process is better than trying to do it alone. Just as they would rely on their GPS to navigate the roads of life, our clients count on us as their financial navigators to help see them through the pitfalls and traffic jams of their financial lives.

First, we have an initial meeting with clients where we discuss their financial goals. After we agree to work together, we gather all data relevant to their current financial situation. Once we have collected the data, our team will spend time analyzing it and deciphering which strategies would be most useful in achieving their goals. We present these strategies to our clients, and once they choose the method they feel most comfortable with, we implement those strategies.

Just as a GPS is still available for use after a destination has been reached, we stay with our clients throughout their journey and will review and monitor any financial plans they have in place, on a periodic basis.

Step 1: Initial Interview

Step 2: Data Gathering

Step 3: Analysis & Strategy

Step 4: Plan Presentation

Step 5: Implementation

Step 6: Review & Monitor

Neither Ameriwealth Financial Group, its staff nor Eagle Strategies LLC or its advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.