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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.