Financial Planning
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During our financial planning process, we work closely with clients to define their financial, retirement, and life objectives—short- and long-term.  Our process ensures that we:

  • Identify and address any potential issues that could cripple a client or their family (such as the death of a family’s sole income provider or the failing of a business venture).
  • Develop strategies to achieve goals.
  • Create a well-rounded financial plan that will help clients maximize their estate and ensure their legacy.
  • Put a monitoring plan into place to ensure the financial plan is executed and adjusted as needed.
Click each topic below to learn more.
The ATON Planning Process
1. Understanding Financial Goals

The financial planning process begins with an in-depth discovery session in which we work closely with clients to define their financial, retirement, and life objectives—short- and long-term.  We ensure that our clients are working toward common and clear goals.

2. Developing The Plan

Using state of the art financial planning tools and strategies, we work jointly with our clients to develop their plan.  We focus on what is important - achieving goals. 

3. Plan Implementation

The most sophisticated plan is useless if not implemented.  Our implementation process is focused on follow through, execution, and accountability.  Specific action steps are developed and monitored through completion.

4. Monitor and Update

We use monitoring techniques that ensure we are aware of changes in clients lives and can quickly address unexpected planning variances.   Life events, revised goals and unfavorable market conditions can all impact our clients ability to achieve their goals.  We help ease the uncertainty these issues cause by updating plans on a regular basis.

5. Planning Areas Addressed