Three steps to creating your ultimate financial plan (part 2)

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Alman Partners have developed a unique client experience designed to provide you with clarity and confidence that you have the highest probability of achieving your most important goals based on your deepest held values. That is ‘True Wealth’.

This experience involves a Discovery meeting (Step 1), and a Concept meeting, resulting in a tailor-made financial plan. Let’s take a look at what happens in our concept meeting.

Step 2: Let’s look under the hood.

What can you expect from our concept meeting?

Once we understand what is driving your financial decisions, it’s time to look under the hood and see where your financial position is at. Our concept meeting is designed to gain an understanding of your current financial position and identify the strategic gaps that need our advice. Many people feel slightly embarrassed when it comes time to reveal their current financial position, don’t worry that is normal. Most people leave this meeting feeling excited that there is a light at the end of the tunnel.

Remember you cannot keep doing the same thing expecting a different result.

Stay tuned for Step 3 – how we design and execute your personal financial plan…