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.
A common thread that runs through our conversations is bringing a voice to the women at the table. Women have long been underserved when it comes to finances. We pride ourselves in creating this space for all voices to be heard. In turn, this opens opportunities while protecting what’s most important to you.
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.
OUR PROCESS BEGINS WITH YOU
You are at the center
of everything.
We begin your financial life planning process by asking questions. You are the expert of your life and we are here to listen and guide you on
your financial journey.
When most people think of financial planning, it’s the technical or quantitative side that comes to mind. Over the years seasoned advisors have recognized that this process is not just about the numbers.
A parallel path has evolved which addresses the human or qualitative side of financial planning. It explores habits, attitudes, money memories, and mental stumbling blocks about money. How we spend our money expresses our values to those around us. The technical side cannot exist without understanding the role that the human side plays in impacting our financial decisions.
What sets us apart is that we are trained in both.
The Technical (Quantitative) Process:
Circular • Interactive • Repetitive
The focus may change, but the process remains the same.
STEP 1:
Clarify hopes, dreams, wants & needs
STEP 2:
Gather the data needed to answer your questions
STEP 3:
Quantify your goals & objectives
STEP 4:
Analyze proposals with “What-If” scenarios
STEP 5:
Implement by prioritizing & simplifying next steps
STEP 6:
Monitor progress & nudge when needed
The Human (Qualitative) Process:
Circular • Interactive • Repetitive
The focus may change, but the process remains the same.
EXPLORE:
• Your Needs, Concerns, and Aspirations
ENGAGE:
• Identify Your True Values
• Clarify Your Priorities
ENVISION:
• Visualize Your Ideal Life
• Establish Guidelines that Align Your Values with Your Assets
ENLIGHTEN:
• Summarize & Clarify Insights About Your Vision
• Address Solutions that Support Your Life Vision & Goals
EMPOWER:
• Monitor Progress to Maintain Focus
• Review Your Financial Plan to ensure it is supporting Your Life Vision
• Address New Issues, Transitions, & Concerns
Let our passion for what matters
most to you open new possibilities
in your life story.
LET'S CONNECT
At AFP, we help enrich your life story through thoughtful and effective financial life planning.
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