Financial Planning is an ongoing process to help you make sensible decisions about money that can help you pursue your goals in life; it’s not about buying products.
A Personalized Financial Plan
At Southern Wealth Advisors, our financial planning process starts with an understanding of your long-term goals and dreams. We aim to understand your current situation and help to develop financial goals.
Through a six step process we create an asset management strategy and recommendations based on your specific needs, analyzing time horizon, investment objectives, and goals.
Step 1: Determine Your Current Financial Situation
Step 2: Develop Financial Goals
Step 3: Identify Alternative Courses of Action
Step 4: Evaluate Alternative Options
Step 5: Create and Implement a Financial Action Plan
Step 6: Monitor, Review and make adjustments as needed
Here is what we don’t do:
We don’t receive referral fees from other professionals
We don’t share your information with third party groups or anyone
We don’t charge to create a financial plan