Our Financial Planning Process
Our Financial Planning Process:
Our Financial Planning Process starts with an in-depth discussion to reveal who you are and what you would like to achieve.
Next, we seek to get a complete understanding your financial position. That is, what is your current financial situation regarding cash flow, net worth, debt management, protection planning, tax planning, investment planning, retirement readiness, and progress made towards your other financial goals like college savings or a vacation home.
Next, we’ll work to analyze the information to understand your strengths, weaknesses, threats, and opportunities. We will look at projections to get a sense of what the future holds, and we will discuss several strategies for enhancing and improving your existing situation. We will let you know if you are on track and well-positioned to pursue a particular goal. If not, we will give you detailed, actionable suggestions to help move you in the right direction.
After reviewing and discussing the strategies and suggestions to improve your financial position, we will assist you with prioritizing and then implementing those suggestions to get you on track for success.
Why We Are Different:
Getting quality financial planning advice requires working with an experienced advisor. Brian East, CFP® has been advising clients on investment and financial planning matters for over 20 years. Brian has been conferred with the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards, in Washington DC. The CFP® designation is widely held as the “gold standard” mark of distinction within this industry.
Atlantic Commonwealth Advisors is committed to utilizing the industry’s leading financial planning technology which is key in examining complex scenarios and making those detailed cash flow projections that are critical to our client’s future.
We provide our financial planning clients with their own individual client websites. These sites allow clients a single, secure access point to organize their financial lives and stay on top of their investment accounts and financial goals.
As independent financial planners, the success of Atlantic Commonwealth Advisors depends entirely on the success of our clients, and we never lose sight of that.
