Planning Process of Active Finance Group

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ACTIVE FINANCIAL GROUP
https//www.activefinancialgroup.com
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The only thing certain in life and business is
that it is continually changing. Managing that
change is becoming more challenging in todays
economy. We can make planning for your personal
or business future less stressful by building a
solid path to your financial goals. Effective
financial planning may seem overwhelming from
understanding your personal goals and values to
analyzing current investments, cash flow, debt,
income taxes, risk management needs and more. But
at Active Financial Group, we believe managing
your wealth strategy is more than just managing
your money. It is about developing a customized
financial strategy that is unique to you.
With Active Financial Group by your side, our
goal is to provide you with a much clearer path
to your financial goals. It is our goal to help
you build a comprehensive plan that will work
with your changing life, one that will give you
the confidence that you are building a financial
future. There is no better time than now to get
started. Join us as we help individuals and
business owners who are serious about creating,
growing and ultimately preserving your assets.
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OUR PLANNING PROCESS
Our financial plans are not carved in stone. As
your goals and circumstances change over time, we
review your program with you and make changes as
needed. Creating a plan with us will help you
know where you are, where you want to be and how
to get there. Now is the time. Step 1 No
obligation interview At this meeting we will get
to know all about you, who you are, your
financial concerns, goals and objectives. At the
end, if we are a fit for each other we will move
on to Step 2 Gather information We collect your
financial information including assets,
liabilities, income, expenses and other relevant
information. Step 3 Analysis and development An
evaluation of the information is prepared for you
focusing on your goals and includes reviewing all
of your objectives to determine if they are
feasible.
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OUR PLANNING PROCESS
Step 4 Plan presentation and delivery After all
analysis is completed, your plan will be
presented to you. The plan will contain specific
recommendations designed to help you meet your
financial goals and objectives. We will, with
your permission, consult with your attorney,
accountant and any other trusted professional you
deem necessary to complete the analysis. Step
5 Implementation We will implement the agreed
upon plan using the specific recommendations we
have made in your plan. Step 6 Monitor and
update as needed Change is the only constant in
life, so each year, perhaps more frequently, we
will review your financial objectives to
accommodate any changes that may have occurred in
your life. We also expect to hear from you, as
your financial needs change.
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Active Financial Group
Website https//www.activefinancialgroup.com
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Office One Address 1300 Ridenour Blvd, NW
Suite 221
Kennesaw, GA 30152 Email team_at_activefinancialgrou
p.com Phone No [phone]
Office Two Address 2207
Spalding Drive
Atlanta, GA 30350 Email Cstefan_at_activefinancialgr
oup.com Phone No [phone]