Our Philosophy and Process
Connect with an Advisor

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    Discovery Meeting

    We will have a rich, enjoyable conversation to understand you and your unique story. Together we will determine where you are now, where you want to be, and any gaps or obstacles that stand in the way. It’s our chance to get a very clear picture of you so that we can better build the security, independence, and lifestyle you envision.

    Second Opinion Meeting

    During the Discovery Meeting we shared a rich, enjoyable conversation about you and your unique story. Using what we learned, we’ll stress test your current plan by providing a diagnostic of your current financial situation and offering potential strategies for your continued success.

    Mutual Commitment Meeting

    The Mutual Commitment meeting is an opportunity to answer your remaining questions, revisit your current financial situation if needed, and mutually decide to partner together. If it is the right fit, we welcome you to join the AFS family and begin collaboratively working towards mapping and building your vision.

    Organization & Check-In Meeting

    This conversation is designed to help organize all the paperwork and electronic communication you may have received since our Mutual Commitment Meeting. Typically, it’s 45 days after our Mutual Commitment so you have a clearer picture of your finances and greater financial confidence.

    Regular Progress Meeting

    As a fiduciary, it’s important that we build you a comprehensive, holistic plan to help pursue your financial goals and life’s purpose. You trust us to provide a roadmap that empowers you while protecting your family, causes, and interests. Ongoing progress conversations allow us to review any major changes to your personal, professional, or financial life so you’ll know you’re controlling your future, rather than having life forced upon you.