What is comprehensive financial planning and ongoing wealth management?
Comprehensive financial planning is first considering all areas of your particular financial situation and then developing a plan to reach your specific goals. A comprehensive financial plan generally includes the following: cash flow analysis, investment review, tax analysis, retirement planning, risk management (particularly, an insurance evaluation), education planning and estate planning. Subsequent to the completion of the initial financial plan, ongoing wealth management seeks to implement the financial plan, including, but not limited to an investment plan. AFA provides both financial planning services and ongoing wealth management.
