The America Group Process

“This process is a lot different than I thought it would be. No one has ever asked me those questions before.”

We hear this, or some version of this sentiment, from new clients every day. Their typical experience has included brief conversation with an advisor focused on increasing their rate of return or even putting them on a budget. We know that’s not the ideal approach to positively impacting lives, so we do things differently. Our ten-step process starts with conversation, and asking your permission to explore issues such as:

  • What do you like most and least about your financial situation?
  • What would you improve?
  • What’s been your past experience with your finances?
  • What would you change if you could go back five years?
  • How would you describe your ideal financial advisor?

This allows us to get to the heart of what you really want, and just as important, what your tolerance for risk is. From this point, clients will experience:

The America Group Process

1.
Getting to
Know You

2.
Describe Our
Unique
Approach

3.
Financial
Questionnaire

4.
Discuss
Compensation

5.
Discuss
Future
Introductions

10.
Take
Action

9.
Create
A Plan

8.
Discuss
Alternatives

7.
Find
Inefficient
Strategies

6.
Review
Financial
Questionnaire