Which Life Stage Are You In?
How Can We Help You Plan?
Financial Security
  • Bank & cash management
  • Budgeting
  • Debt pay down
  • Company benefits
  • Insurance coverage
  • Kids’ expenses
  • Asset protection from creditors
  • Estate planning
Building Wealth
  • How much to save (10%, 15%, 25%)
  • Account types (401k, Roth, Trust, etc.)
  • Investment risk (scale of 0 – 10)
  • Strategy (global, value, dividends, tech, real estate, etc.)
  • Buying & Selling (stocks, bonds, ETFs, mutual funds, etc.)
  • Tax efficiency (deduct, defer, reduce)
  • Cost control (fees, interest, mistakes)
  • Advanced (Company stock / Private investments / Business planning)
Retirement Income
  • Retirement Income
  • Spending budget
  • Which accounts to draw from
  • Social Security choices
  • Pension choices
  • Investment risk
  • Inflation protection
  • Tax efficiency
  • Cost control
How Does It Work?
1
Organize Everything
  • Live data feeds
  • Spending
  • Cash balances
  • Investments
  • Insurance docs
  • Legal & tax docs
2
Education & Options
  • Goals & Priorities
  • Practical budgets
  • Debt strategy
  • How investing works
  • Tax strategy
  • Risk management
  • Estate planning
3
Make Changes & Automate
  • Deploy cash
  • Direct deposits
  • Bank transfers
  • 401(k) strategy
  • Investment changes
  • Insurance changes
  • Estate plan docs
4
Measure Results
  • Track spending
  • Track investments
  • Track cash balance
  • Track debt
  • Track net worth
How is AWM Different?

  • No sales pressure. We don’t have a boss with quotas.
  • We pay attention to the little things that matter a lot.
  • We make practical recommendations from personal experience.
  • We coordinate with your CPAs, attorney, and other professionals.
  • We follow our own advice.
  • We don’t have a minimum account size or requirements.
  • We use the most compelling evidence to construct investment portfolios.
  • We offer the latest technology to keep your financial info in one place.
  • We have flexibility to meet in person, via video chat, or at Regus locations.
Getting Started is Easy
Schedule a Consultation

Schedule a time to chat with one of our Certified Financial Planners (CFP®)

Make an Appointment
Free Consultation Agenda
  • Learn about your financial concerns
  • Specific education & perspectives
  • Determine if you need further help
  • Free access to our online planning tools
Request Agenda

Fees Matter
New Client Financial Plan Setup

$2,500 to $10,000 depending on complexity.

Ongoing Financial Planning Relationship

$250/month

Learn More About Our Investing Services