At Arch Advisory Group, our process and approach allow us to adapt to your unique needs and objectives and plan for your financial fitness now and in the future.
1. Discover
1. DiscoverWe’ll get to know each other. We’ll determine your goals, assess your need for a comprehensive plan, discuss fees, and get started.
2. Gather
We’ll bring together the Atlanta-based team to gather data, analyze, and develop a plan. At this point, you will actively participate in the process and make informed decisions concerning your plan.
3. Analyze
We’ll present your financial plan along with our findings and address gaps, goals, and options.
4. Propose
We’ll deliver solutions, and you can decide whether you want to implement your financial plan with us. No Obligations.
5. Maintain
We’ll monitor and maintain your plan regularly and meet with you annually to make sure you are on target to meet your financial goals.