American Premier Financial Groups Proven Process


Our process starts with a free consultation meeting where we get to know a bit about you, including your needs, wants and wishes. At the same time, you will get to know a bit about us, and our practice, and how we can help you attain your financial goals.

If decide you would like to move forward, we begin the initial planning and implementation phase. Over the next several weeks, we will do a comprehensive, holistic review of your finances. We will meet in person or via web conference 2-3 times to discuss our findings and recommendations. We will coordinate with other professionals, such as your attorney and CPA to fully implement each recommendation.

Once the initial phase is complete, we meet semiannually to review your financial plan and check in on your goals, identify new opportunities or risks, and create action items for the year. This is a very effective way to align your finances with your needs, wants and wishes to keep you moving toward your life vision.