OUR PROCESS

Allfluent Wealth Management's Process Ladder

At Allfluent Wealth Management, we work with clients from all walks of life using the following ladder methodology to go from '"Just Getting Started" to "Living the Dream" and 'Leaving Your Legacy." 

ProcessLadder

 

Step 10: Live the Dream / Leave a Legacy
Step 9: Retire on Time or Retire Early
Step 8: Fund Future Expenses
Step 7: Family Planning / College Funding
Step 6: Save for Retirement
Step 5: Pay off Consumer Debt
Step 4: Insurable Risk
Step 3: Develop a Plan
Step 2: Create a Budget
Step 1: Initial Discovery