a simplified approach designed around you
Life is full of big decisions. At Archstone Financial, we work hard to know our clients in an individualized and personal way. We’re big on relationships. In fact, the relationships we have with our clients are our most precious assets. We don’t take them lightly.
Everyone has different circumstances. We want to know your resources and responsibilities so we can help unlock your goals and dreams. We know our strategies and plans will play out over a lifetime, and through that journey, we’ll always work hard with you to educate and empower you to make confident decisions at each and every turn.
We make it simple. The world of finance can seem overly complex, but our 6-step process is designed to get us off to a good start with common goals and a clear path.
The most important key to achieving great success is to decide upon your goal, and launch, get started, take action, move!
-John Wooden
STEP 1
Define Goals
Specific and concrete financial goals are key to helping us understand and plan for your success
Step 2
Gather Data
Gathering relevant financial information helps us choose which strategies are most appropriate to help you reach your goals
Step 3
Analyze Data
Analyzing the detailed assets, liabilities, and risk assessment allows the advisor to construct a complete financial situation for each client
Step 4
Develop a Plan
A clear plan with specific recommendations, action steps, as well as alternative options, will be presented
Step 5
Implement the Plan
After discussion, clear understanding, and full disclosure of benefits and fees, the plan will be implemented with client approval
Step 6
Monitor
A financial plan evolves over time and changes according to life events. As a result, the advice may need to change with it
Schedule a 30-minute conversation to learn more about how we can work together
and help you achieve your goals
Financial Focus with AdviceWorks Platform
Get complimentary AdviceWorks access on us to see a holistic view of your finances. Keep track of your financial goals and your progress toward them. AdviceWorks allows you to quickly view all your financial accounts in one place, share important information, and measure your progress in real-time— all from a single login. Contact our office to enroll today.
our services
How can you predict future income streams? Generate a clear picture of your financial situation, clarify your retirement goals, and create a lifelong plan with our advisors.
our team
Members of our team of trusted advisors offer personalized approaches to developing your financial strategy. Read our stories, meet with us, and find the right fit for you.
case studies
We’ve outlined several scenarios in case studies. While they represent hypothetical situations, they offer good insight into how we can help with life’s most important transitions.
