Our Financial Planning is an Ongoing Process

A&I Wealth Management > Blog > Our Financial Planning is an Ongoing Process

Read this Periscope to learn about our financial planning process. We call it Advanced Financial Planning.

Expert Network Team Podcast

Click here to listen to Karl and his Expert Network Team’s latest podcast.
Karl Frank and Nathan Merrill discuss what to do when a large amount of your net worth is tied up in a single company’s stock. This is called having concentrated equity. Learn investment and tax strategies to reduce the tax-load and increase the after-tax money you have. Learn about costs, complexity and safety for different strategies. Learn about two different types of charitable trust strategies. For the newly-minted wealthy, these decisions are complicated and important.

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Financial Planning is a Process

Long-term, real-life success begins with a plan. A comprehensive financial plan delivers confidence for all aspects of your financial life. A good financial plan includes:
· Retirement planning

· Investment management

· Risk management 

· Estate planning


· And more!

The financial planning process at A&I Financial Services begins with our Discovery Meeting. We often hear this is the best conversation about money a person has ever had.

Transforming Conversations about Money

Karl Frank, CFP®, discusses how a conversation about investment management and financial advice can be transformational and fun.

We deliver as many as three meetings free of charge as we get to know what is important to you, including your values, goals and relationships. Then, we begin the process of advanced financial planning, described next.

Advanced Financial Planning

We go one-step further than many other firms.
Click the image below to see our Wealth Management Process.

2019 02 14 Periscope Art

When appropriate, we pull together an expert team to deliver advice in the legal, accounting, risk management and other professions. We then give you a summary financial plan on one piece of paper. This makes it easy for busy people to live their lives and know the details are taken care of by an experienced fiduciary. 
Read more about our Advanced Financial Planning process.

Watch the January 2021 Investment and Markets Commentary from our Investment Policy Committee.

About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.