Regardless if you are investing your money or spending it, there is no doubt every decision you make in this new economy needs to be smart as well as efficient. There is simply no room for error at this point in your life.
It’s why our systemized process here at Arizona Financial Plan is built on discipline and predictability.
It’s also why Financial Planner of 20 years, Tom Fischer (hotlink to your bio), relies on our Five-Step Process.
om first analyzes your needs in order to learn about your Life Goals and find out what stage of life you are currently in. By performing this custom analysis of your current situation, as well as taking the time to learn about your personal beliefs on finance, Tom is able to forensically look at your day-to-day expenses, existing asset allocations, tax efficiency, your future income needs and much more. This allows him to discover where critical improvements can be made.
After this first step in the process, Tom adheres to our disciplined approach, one based on much more than just money management. Why? Because what we call “Critical Life Events,” must always be anticipated– and planned for. From retirement, paying for college or buying a home, your life and your family deserves a complete Financial Plan. Including:
Designing and Implementing a Custom Financial Plan
Transparent Financial Plan Management and Reports
Consistent detailed reviews and follow up
Best in Class Customer Service
It takes time, patience and discipline to build your Financial Plan in a manner destined to achieve your Life Goals, account for those Critical Life Events, deliver tax efficiency, generate enough retirement income, and work to protect your assets. All of us here at Arizona Financial Plan encourage you to turn off CNBC, ignore that latest “hot stock tip” and give Tom Fischer a call for a complimentary, no obligation evaluation of your Financial Approach. You’ll be glad you did!