How We Work Together
At AWA Investment Advisors, we take a personalized, in-depth approach to your financial needs, serving as your family’s wealth coach. We believe our interactive planning framework can help you understand where you are today and what steps you need to take in pursuit of your goals.
First, we start with a thorough consultation where we get to know one another. This helps us determine if we are a good fit and can work well together. Following, we dive deeper into your finances and personal situation with an in-depth financial analysis. We take a look at your financial picture, from account statements to tax returns, to evaluate where you are today and what steps you need to take in the future. Beyond your financial data, we want to know where you want to go in life, what you value, and what you want to accomplish.
Once we understand where you are today and where you want to be tomorrow, we create a strategy designed to address your objectives, while also watching out for you in other areas of your life, family, future, and security. We are not just looking at your investment picture, but also other critical elements, like proper insurance coverages, disability protection, and college education funds.
Evaluate & Implement
After we have developed your strategies, we share our recommendations, educate you on the opportunities available and answer any questions you may have. Our goal is to provide you with the knowledge needed to choose a strategy you feel confident implementing.
Monitor & Update
Once we implement your strategy, we provide ongoing monitoring and meet at least once a year. Your strategy is not just a retirement or investment plan - it’s your life today, tomorrow and down the road. Therefore, it’s important not just to set an intention and a strategy, but to then adjust it as life changes. Beyond annual meetings, we are available to answer any questions or concerns clients may have.