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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 - Goodyear AZ](https://americanwealthadvisers.com//wp-content/uploads/2017/07/Financial-Planning-Process-American-Wealth-Advisers-Goodyear-AZ.jpg)
![Financial Planning Process - American Wealth Advisers - Litchfield Park AZ Financial Planning Process - American Wealth Advisers - Litchfield Park AZ](https://americanwealthadvisers.com//wp-content/uploads/2017/07/Financial-Planning-Process-American-Wealth-Advisers-Litchfield-Park-AZ.jpg)