Step 1 Meet with a qualified A4 Advisor Build relationship, set goals, needs and objectives, discuss fee structure and planning agreement, and collect all relevant financial data.

ITEMS TO GATHER FOR YOUR FIRST APPOINTMENT.

A4 FACT FINDER

Step 2 Develop a comprehensive financial and estate plan Discuss strategies and potential options to achieve client goals and objectives. Determine the results if no changes are made to the current course of action.  Deliver personalized plans and solutions.

Step 3 Implementation of Plan Determine implementation responsibilities, paperwork and authorization, application(s) submitted.

Step 4 Semi/Annual Reviews Investment performance reviews, Monitor objectives and goal updates, family meetings, client appreciation events and dinners, referrals are helpful.