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andersen wealth management financial compass

Let the awm financial compass lead you in the right direction

When it comes to retirement planning it is easy to lose your sense of direction. The AWM Process was created to help set you on a clear path to your financial aspirations.


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INITIAL PHONE CONFERENCE

  • Conference call with Michael Andersen (10-15 minutes)
  • Discuss general background information
  • Address questions
  • Overview of AWM process
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EXPLORATION MEETING

  • Face-to-face meeting with financial team (1-2 hours)
  • Gather information for planning process
  • Go over questionnaire
  • Review financial account statements
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PROPOSAL MEETING

  • Presentation of custom AWM Retirement Roadmap
  • Address questions and concerns
  • Reposition assets so AWM can begin to work with/for you as part of our fiduciary process.
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IMPLEMENTATION MEETING

  • Review goals and concerns
  • Implement plan!
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ONGOING CHECKPOINTS

  • Regular check-in calls from AWM staff every 90 days
  • Regular reviews with a member of financial team

Investment advisory services are offered through Michael Andersen.
Registered Investment Advisor, LLC d/b/a Andersen Wealth Management, a Maryland registered investment advisor.