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Financial Planning Process

AMERICAN WEALTH ADVISERS has established a 6-level process to design and implement a customized financial plan for each client.

Our process does not end at this point - it continues:

  • We carefully monitor accounts daily to ensure plan is still on track and chosen investments are meeting goals.
  • We schedule regular follow up and alignment meetings to ensure the plan stays true to your timeline and day-to-day risk tolerance.
Financial Planning Process - American Wealth Advisers - Goodyear AZ
Financial Planning Process - American Wealth Advisers - Litchfield Park AZ