Financial Planning

Our financial planning process is collaborative and designed to help you identify and prioritize your unique goals. We then work with you in a proactive way to implement recommendations to achieve them.

The Value of AWM Planning:

  • Organization. We will help bring order to your financial life.
  • Accountability. We will help you follow through on financial commitments.
  • Objectivity. We bring insight from the outside to help you avoid emotionally driven decisions in important money matters.
  • Proactivity. We work with you to anticipate your life transitions and to be financially prepared for them.
  • Education. We will explore what specific knowledge will be needed to succeed in your situation.
  • Partnership. We attempt to help you achieve the best life possible and will work in concert with you, not just for you, to make this possible.

A well designed plan should help you create the life you image for yourself, your family, your future and your dreams - now and for generations to come.