What happens when you call
At Align Financial, our mission is to help you make smart decisions about your money. Our 5 step wealth management process determines a financial and lifestyle that is truly yours. We are committed to:
- Listening
- Understanding your financial objectives
- Creating a plan that maximizes your potential to succeed
- Keeping you on track
Our process
1. Discovery Interview
Let us listen
When you meet with us for the first time, your Align Financial team will have a general chat about your current situation and explore your personal values and your financial goals to determine how we can help you reach them.
What to bring:
- An open mind
- An outline of your values and goals (personal and financial)
- A snapshot of your current financial position
- Consideration for how you envisage your future
2. Interpretation Paper
Did we hear you correctly?
We will present a complete diagnosis of your current financial situation and our recommendations on the strategy required to reach your goals. This plan will form the foundation of how we work together. Align Financial prides itself on lifelong relationships and we encourage you to take the time necessary to be comfortable with the all aspects of our proposal prior to taking the next step.
3. Financial Plan Walk Through
We will outline what we should do
4. Mutual Commitment
Let’s implement
Depending on your individual goals, we work with you to implement your plan over several key areas, such as wealth accumulation, investment, superannuation, insurance and so on. We meet with you again to outline the results you can expect in the short and long term on your path to financial security. and keep you abreast of the big picture. This is the exciting part!
Once you decide to commit, and we believe we can add substantial value to your financial future, then we can start your Financial Wealth journey.
5. 45 Day Follow Up
Check that everything is in place
We understand that things change. We encourage you to contact us when there is a change in your personal or financial situation. We will review and if necessary, adjust your financial management plan to ensure it remains in line with your personal and financial goals as well as your current situation. We welcome any questions you may have with regard to your progress, both in the short and long term, and ask you to contact us if we can assist you with anything.