The Planning Process

Many people think that once a financial plan is put in place, it is something that does not need to be looked at again. Nothing is further from reality.

Financial planning is a comprehensive, ongoing approach that follows many steps to help you devise a plan to define your goals. Your progress is tracked on a regular basis and changes are recommended as needed.

During your first year, you and Anthony will go through several steps as your individual plan is put into action. After the first year, Anthony will continue to track your progress toward your goals, making adjustments to your plan along the way. Keep these two words in mind, Customized and Continuous, this is the approach AJE Wealth Management believes in!