Our Process
- 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
- 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
- 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
- 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.
- 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