Alpha Financial Management, INC.

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--> fsdfds Fiduciary Fee-only Financial Planners | Alpha Financial Management top of page Client Login FIDUCIARY FEE-ONLY FINANCIAL PLANNING INVESTMENT PLANNING Alpha Financial Management Investment Advisor Comprehensive Financial Planning ​ Wealth Management We help families and business owners make smart decisions about their money to achieve the independence and peace of mind they ve earned. We are Fee Only: No commissions or hidden compensation. Ask us the difference between Fee Only and fee based . We are Fiduciary: Placing the client first. Ask us what Fiduciary means, as opposed to the lower standard for sales people: suitable advice. We are fiduciary in everything we do, not some of our advice. Our Team -- Meeting With Alpha Your first two meetings with Alpha are at no cost nor obligation to sign on with us. During these meetings we will assess your current investment plan and goals. We then help you decide whether you need our advice, a different advisor, or are fine on doing it on your own. DISCOVERY INVESTMENT PROPOSAL MUTUAL COMMITMENT REGULAR PROGRESS We learn about you. You bring documents for us to analyze. We discuss your goals, your money history, your values. Understanding you in order to make the best recommendations for you. We agree to work together. We sign the Client Advisory Agreement, begin account paperwork, and determine what work is most important to do first. Ongoing check-ins to monitor progress toward goals, investment performance, and allocatio

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