The Process
We are available to answer your questions about the process. Please do not hesitate to contact us at 866/706 769-0149 or info@albertyfinancial.com.
- Fact finding meeting
- 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 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
