Alexander Financial Planning

OUR PERSPECTIVE


Many definitions,
one intention.


Financial Life Planning means different things to each of us. For some it’s all about a secure and comfortable retirement while others need guidance on how to invest their money or how to transfer their family wealth.

What you value in life is what guides us in planning for your future. With 20+ years of financial planning experience, we pride ourselves on opening opportunities while protecting what's most important to you.


A fresh take on
financial life planning.



Many advisors approach financial planning strictly by the numbers – budgets, net worth, insurance, investment returns, and taxes.

We agree that numbers do matter, but they are there to support and serve you, not the other way around.

Our unique approach flips the script and places your story at the forefront, allowing us to build a customized plan with your goals and aspirations as our guide.

This game-changing strategy has helped our clients unleash long-simmering dreams, guided them through pivotal points in their lives, empowered them to navigate the day-to-day changes as they transition to a new normal with greater ease and confidence.

Let's make a plan together.


GET STARTED

You are at the center
of everything.

At Alexander Financial Planning, we begin your financial life planning process by asking questions. You are the expert of your life and we are here to listen, strategize and guide you on your financial journey.

Understanding your money mindset and identifying what you value most is at the core of how we customize a financial plan that meshes with your life, today and into the future.



Our 6-Step Process:


Circular Interactive Repetitive

The focus may change,
but the process remains the same.


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STEP 1:
CLARIFY
& PRIORITIZE

We assist you in
naming
your hopes,
dreams,
wants
and needs.

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STEP 2:
QUANTIFY
& QUALIFY

We help you
quantify
and qualify
your goals.

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STEP 3:
GATHER DATA

We simplify and
engage
you in
this often most

difficult task.

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STEP 4:
ANALYZE
PROPOSALS

We show you
possible
scenarios.

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STEP 5:
IMPLEMENT

We break down
the
steps to
help you
simplify
the “To-Dos”.

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STEP 6:
MONITOR

We follow-up

and nudge you

when needed.



Find out how AFP sets itself apart
to work more effectively for you.

LEARN MORE

Why
Alexander Financial Planning.

Over the years, we have had so many incredible people walk through our doors that we are proud to call our clients. Your aspirations and your dreams fuel our desire to be incredible at what we do... and for that we are inspired, humbled and grateful.

Collectively, we are a group of individuals who have had many of the same life experiences as our clients. We are here to help you navigate through the difficult times and to celebrate life's milestone moments.




Every life story is different...
and we want to help enrich your story through thoughtful
and effective financial life planning.





Let our passion for what matters
most to you open new possibilities
in your life story.


LET'S CONNECT

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At AFP, we help enrich your life story through thoughtful and effective financial life planning.







NEWS
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May 2019
Newsletter
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April 2019
Newsletter
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March 2019
Newsletter
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February 2019
Newsletter



CONTACT US
1621 West 1st Ave
Columbus, Ohio 43212
1.614.538.1600

GET SOCIAL WITH US




© Alexander Financial Planning,
All Rights Reserved.