Ready to take the next step? Schedule an appointment with us today.
How our Financial Compass process can point you in the right direction
THE ANDERSEN WEALTH MANAGEMENT FINANCIAL COMPASS
1. Initial Phone Conference
- Conference call with Michael Andersen (10-15 minutes)
- Discuss general background information
- Address questions
- Overview of AWM process
2. Exploration Meeting
- Face-to-face meeting with financial team (1-2 hours)
- Gather information for planning process
- Go over questionnaire
- Review financial account statements
3. Proposal Meeting
- Presentation of custom AWM Retirement Roadmap
- Address questions and concerns
- Reposition assets so AWM can begin to work with/for you as part of our fiduciary process
4. Implementation Meeting
- Review goals and concerns
- Implement plan!
5. Ongoing Checkpoints
- Regular check-in calls from AWM staff every 90 days
- Regular reviews with a member of financial team
Michael Andersen's Wise Money insights are available on both TV and the radio!
WATCH WISE MONEY TV:
10 a.m. Sundays
on WRDE-NBC (Salisbury)
7:00 p.m. Saturdays
on WMDT-ABC (Salisbury)
8:30 a.m. Sundays
on EBOC-FOX (Salisbury)
TUNE IN TO WISE MONEY RADIO:
7 a.m. Saturdays and 7:30 a.m. Sundays on WCEI FM 96.7
8 a.m. Sundays on WINX FM 94.3
7 a.m. Saturdays on WTDK FM 107.1
Noon Saturdays and 9:30 a.m. Sundays on WXDE FM 105.9
8 a.m. Saturdays on News Radio 1470 WJDY
7 a.m. Sundays on WGMD FM 92.7 & WUSX-FM 98.5
Any media logos and/or trademarks contained herein are the property of their respective owners, and no endorsement by those owners of Michael Andersen or Andersen Wealth Management is stated or implied.
Ready to meet with us?
Set up a consultation today!
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.