Strategic Financial Planning Can Help You
Gain Greater Confidence In Your Future
And Avoid Common, Costly Mistakes

You are the center of our Five-Step Strategic Planning And Management Process. Click on each step below for more information.

Step 1 - Whole Client Discovery Process - In our Discovery Process we start by learning about you, your core values, goals, and resources. This step includes everything we need to know to properly assess your situation and propose solutions to your concerns.
You will learn more about us and how working together could be helpful to you.

Step 2 - Investment Design and Planning – Using the information we gathered in our Discovery Meeting, you’ll receive an analysis of your current situation. This includes a written Investment Plan, along with our recommendations to help you achieve your goals.

You'll see how we can help you bridge the gap between where you are now and where you need to be to reach your goals. This plan forms the foundation for our work together.

Step 3 - Initial Plan Implementation – If, after reviewing your Investment Plan, we are both comfortable working together, we'll begin implementing your investment plan.

With this step we launch a systematic review of every aspect of your financial situation over the next several quarters to be sure it meets your current needs, takes advantage of your opportunities, and minimizes your risks.

Step 4 - Financial Life Organizer – In this step, we make sure you understand your new Raymond James statements and help you organize your important documents. The result is that you and/or your appointee will be able to quickly locate your wills, trusts, insurance policies, deeds, etc., whenever there is a need going forward.

Step 5 - Continuous Monitoring and Quarterly Reviews - The Quarterly Reviews give us an opportunity to review any new developments in your personal or financial life and make adjustments as needed.

In addition, we along with your CPA, attorney and other advisors, will address - one at a time - the needs, opportunities and risks that have been identified so that after a few quarters every aspect of your financial situation will have been reviewed and updated. For an example, see our Two Year Cycle Process.

Discover how strategic financial planning can make a difference in your life by calling Ed Dower at 916.858.1111 or send an email to Ed.Dower@AEWealthAdvisors.com