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.

1. Fact finding meeting
2. Complete the…

   Personal Financial Planning Questionnaire
   Personal Financial Planning Goals Questionnaire
   Investment Profile Questionnaire

3. Return the questionnaires, checklist items and client agreement along with your payment as indicated in the agreement.
4. Allow 2 weeks for the completion of the plan
5. 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)
6. Execute the planning strategies utilizing your team of financial professionals or choose from our Implementation Resources