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Our Process

At Associated Financial Advisors our Financial Planning process has six major steps:

  1. Initial Consultation: allows us to explain our service in depth and discuss the potential benefits and next steps involved in developing a personalized financial plan.

  2. Data Collection: Gathering copies of certain personal documents, such as wills, insurance policies, tax returns, bank and investment statements, and other documentation.

  3. Analysis: Evaluating your current assets, income, lifestyle and goals, we develop unique recommendations specifically for you and those you care about. 

  4. Consensus: From among our proposed strategies, we work together to determine which potential solution will be most suited to achieving your goals. During this process, your risk tolerance, overall objectives, and ongoing approach will have the greatest impact on plan strategies and implementation.

  5. Implementation: After the necessary decisions have been made, we begin our implementation process to facilitate proper and timely plan execution. This is a critical step as decisions without action are useless in achieving financial goals.

  6. Servicing and Review: Our involvement does not end with the implementation of your plan. We provide ongoing service, answer any questions, and make any requested updates as strategies and tactics are altered or as your life situation changes.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.