Six-Step Planning Process

Six Step Planning Process
At A.D. Avallis Financial, we see every client as an individual with unique goals, needs and concerns. That’s why we developed the A.D. Avallis Six-Step Financial Planning Process.

It’s a framework for us to sit down together with you to understand where you are today, and where you want to be in the future. Your adviser will help you evaluate your current liquidity position, to tailor a customized plan with a realistic execution time-frame that meets your unique investment goals and risk tolerance.

Your adviser will work with you to determine your key personal goals and characterize the level of risk you are willing and able to take on to achieve those goals.
Next, we identify your cash flow patterns and current net worth. We’ll also help you pinpoint potential challenges or concerns that need to be addressed in order to achieve your financial objectives.
Next, we identify your cash flow patterns and current net worth. We’ll also help you pinpoint potential challenges or concerns that need to be addressed in order to achieve your financial objectives.
Your adviser will help you develop a personalized financial plan based on conclusions drawn from the analysis process. We will discuss and explore all possible plan options with you until you find one that you are comfortable with.
We’ll guide you through the implementation of your chosen plan to ensure appropriate actions and steps are taken in accordance with the plan schedule.
We recognize that your goals will likely change from time to time, as you go through the changing phases of life. That’s why regular milestone reviews and active monitoring are integral to the support you receive from your A.D. Avallis Financial adviser - to ensure your plan stays consistently on track; and firmly on the road to success.

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