Meeting Process

Our realistic financial review may help identify efficient and effective strategies to help you with your goal of achieving financial confidence and independence.

andersen wealth management financial compass

Let the AWM Financial Compass lead you
in the right direction


Initial Phone Conference:

  • Conference call with a licensed fiduciary advisor (10-15 minutes)
  • Discuss general background information
  • Address questions
  • Overview of AWM process

Exploration Meeting:

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

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

Implementation Meeting:

  • Review goals and concerns
  • Implement plan!

Ongoing Checkpoints:

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

By the end of the meeting, we will determine together whether we can help you address any concerns you may be experiencing regarding your financial income strategies.

If Andersen Wealth Management puts together a written financial strategy for you, you may have a better understanding of your current pathway toward retirement.

You may have greater confidence in your financial strategy knowing that trusted, independently recognized professionals are here to help you work toward your retirement goals.