Our Process
Whether your financial objectives seem a long way away or are already a reality, today’s changing times require investors to think about the future. Long-term planning requires analyzing your needs and wants and evaluating them according to what your financial situation will allow. Our process allows us to view your financial picture holistically and, acting as a fiduciary, we can help you plan a new beginning.
AJT's Disciplined Approach
Our disciplined approach to managing wealth stems from our deep background in Certified Public Accountancy with our Certified Financial Planning expertise. We employ a proven process which starts with helping you define your goals, developing a well-designed plan to get you there, and tracking your progress along the way
Discovery:
We strive to go beyond the service of the conventional wealth management firm. The team at AJT is committed serving you as a trusted team of professionals you can rely on for honest recommendations and ongoing education. Our engagement will start with asking questions. We will ask you to share your current situation, what is important to you and what you are looking for in your financial life. We will use our learnings to create a comprehensive profile, taking into account all the facets of your financial life, including current income, assets, budget, your business or your employment and your family.
Comprehensive Planning:
We educate you on the options that best fit your situation and how they will impact your ability to achieve your goals. Together, we create a plan which evolves with life’s changes. Our close monitoring will keep you on track as we accomplish what’s important to you. Depending on the complexity of your situation, we may recommend a variety of solutions – they will all be outlined in the custom plan we build together.
Ongoing Monitoring of Life and Financial Issues:
Many people think that financial planning is a “one and done” event, but that’s not what true financial planning is about. True financial planning is a comprehensive, ongoing approach that starts with helping you define your goals, developing a well-designed plan to get you there, and tracking your progress along the way. Regular reviews and updates enable us to monitor your plan, incorporate market and life events and manage your portfolio as needed.