The Process
Traditional financial plans are built around fees or commissions generated by investment management or insurance products. AFPS delivers a radical alternative to traditional financial planning by separating sales from advice. AFPS offers objective, ADVICE-only comprehensive financial plans.
We are available to answer your questions about the process. Please do not hesitate to contact us at 706 769-0149.
- Fact finding meeting – Initial meeting to discuss current financial situation and future goals.
- Complete the…
Personal Financial Planning Questionnaire
Personal Financial Planning Goals Questionnaire
Investment Profile Questionnaire - Return the questionnaires, checklist items and client agreement along with your payment as indicated in the agreement.
- Allow 2 weeks from receipt of the last requested data for the completion of the plan
- Learn about your customized financial and estate planning strategies at the Financial Plan Presentation Meeting (client receives customized plan document in hard and electronic copy)
- Execute the planning strategies utilizing your team of financial professionals or choose from our Implementation Resources