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5                                 EXECUTE


              OUR 5-STEP FINANCIAL PLANNING PROCESS

                                                                                                                                                                     We put the plan in motion. Simply put, this is when
              American Wealth Management’s straightforward FinScape financial planning                                                                                  we give your wealth the opportunity to grow.

              approach is simple, smooth, and effective. It’s unique in its analysis of your
              financial behaviors and providing solutions based on those behaviors.






                                                                                                                                                                                 We keep in touch. All information  4
                                                                                                                                                                                       COMMUNICATE




                   1                                  DISCOVER                                                                                                              regarding client fees and account statuses

                                                                                                                                                                              will be shared regularly. Our goal is to

                                We learn about you. Before our first meeting, you will                                                                                        anticipate your questions and disclose
                              complete two surveys and a brief questionnaire that help                                                                                      important details as promptly as possible.

                              us understand your potential for building and maintaining                                                                                       If at any point you want to revise your
                              wealth. The data we collect from these surveys help make                                                                                       plan, we will schedule a meeting to talk
                                      our first meeting as productive as possible.                                                                                                through that process with you.










                                      2                         IDENTIFY                                                                            3                                   STRATEGIZE



                                                   We help you identify your goals. With

                                                   these goals in mind you’ll maximize                                                                         We develop a plan. Financial planning is an analytical process
                                                  your financial potential and gain both                                                                        that involves considering your goals, your lifestyle, your risk
                                                confidence and peace of mind as you set                                                                          tolerance, and more. With our tools, we create diversified
                                                      out on the path to your future.                                                                         portfolios that maximize potential for success while minimizing
                                                                                                                                                                 risk. Financial planning and investment management are
                                                                                                                                                                  ongoing processes that will change as your life evolves.
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