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Financial planning advice for time-sensitive decisions.

How to get the most out of your AIM client journey:

Your Short-Term Financial Planning Project

Understanding Your Question

Up front we'll define the question you want answered and the deadline for a solution. AIM is the best fit for a short term, limited scope relationship.

If your budget or circumstances do not permit ongoing financial planning, you can use AIM project financial planning for important decisions like:

Buying or selling a property
Making stock option exercise decisions
Evaluating a job offer
Making employee benefits decisions
Determining budget for purchasing a home or property purchase

The length of the engagement depends on the complexity of the question. AIM project planning will give you a clear strategy to make your decision.

View the slide presentation to see the steps in our process.

SEE AIM FEES

VIEW FULLSCREEN

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(1-833-246-5438)

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Investment advisory services are offered through Real Life Planning, LLC, an investment advisor registered with the State of New Jersey, New York, Texas, Virginia, and California. Real Life Planning only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure document.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product, property or security. Investments, including securities, real estate and other investments, involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites. Read More
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