Our Process

1. Complimentary Consultation

Is Aspen Wealth Management a good fit?

• Review your financial goals, philosophy and needs as a client
• Transparent explanation of our capabilities, expertise and fee structure
• Make sure we are a good fit personality wise

2. Expert Analysis

Provide details regarding current financial plan, strategies etc.

• Thorough analysis to determine whether or not you are on track to reach your goals
• Identify opportunities and/or weaknesses to improve your financial wellbeing
• Complete a risk questionnaire to determine your level of comfort regarding investment and/or market risk
• Review social security, pensions, insurances etc

3. Planning and Analysis Review Meeting

Meet with advisor see if you are on track and go over recommendations

• Review analysis and determine whether or not current investments and strategies are aligned with helping you reach your financial goals
• Make sure your investments are in line with your risk tolerance
• Discuss ways to improve your current plan and attack your goals efficiently

4. Implementation Meeting

Review all options again and make changes you are comfortable with

• Go over any and all questions regarding recommendations
• If needed; complete account applications, transfers, online access etc.

5. Account Review and Planning Strategy Meetings

Do I need to make any adjustments to stay on track?

• Continually monitor performance against expectations
• Periodically review portfolio for suitability and adjust as necessary
• Update financial plan and roadmap as needed