Capital Management

Welcome to AWA Planning, a comprehensive wealth management team specializing in retirement transitions. Our team is dedicated to helping you retire smarter, not harder. We understand that retirement can be a daunting and complex process, which is why we are committed to providing you with the guidance and expertise you need to make informed decisions about your financial future.

Services Offered

At AWA Planning, we offer a range of services designed to help you navigate the various aspects of retirement planning. Our services include:

• S.M.A.R.T. Investing: Our investment strategy is based on Specific, Measurable, Achievable, Relevant, and Time-bound (S.M.A.R.T.) goals. We work with you to develop a customized investment plan that takes into account your risk tolerance, time horizon, and financial objectives.
• S.M.A.R.T. Retirement: We help you answer the tough questions about retirement, such as "What can I spend when the stock market crashes?" and "How can I coordinate my taxes, investments, and estate planning?" Our retirement planning services are designed to help you create a reliable and sustainable income stream in retirement.
• S.M.A.R.T. Alliances: We believe that retirement planning is not just about investments, but also about building a strong network of alliances. Our alliances include tax professionals, estate planning attorneys, and insurance experts. We work closely with these professionals to ensure that all aspects of your financial life are aligned and working together towards your retirement goals.

Our Process

Our process is designed to help you achieve your retirement goals by providing a clear and customized roadmap for your financial future. We use a GPS system as a metaphor for our process, which includes the following steps:

• Discovery: The first step in our process is to gather information about your financial situation, retirement goals, and risk tolerance. This information is critical in developing a customized investment plan that is tailored to your unique needs and objectives.
• Risk Assessment: We use sophisticated risk assessment tools to identify potential blind spots and triangulate your current position in relation to your retirement goals. This step is crucial in ensuring that your investment plan aligns with your risk tolerance and time horizon.
• Customized Roadmap: We use the information gathered in the discovery and risk assessment stages to create a customized investment plan that includes multiple route options. We identify the optimal course of action and present it to you in an easy-to-understand format.
• Course Correction: As market conditions change and your financial situation evolves, you may need to make adjustments to your investment plan. Our team is here to provide guidance and assistance in making these adjustments, so that you stay on track towards your retirement goals.
• Dynamic Guidance: Our team provides ongoing guidance and support, ensuring that your investment plan remains aligned with your retirement goals. We continuously monitor market conditions and make adjustments as needed, providing you with peace of mind and the assurance that your financial future is in good hands.

General Resources

At AWA Planning, we understand that choosing a financial advisor can be overwhelming. That's why we recommend referencing regulatory agencies and accreditation sites to research potential advisors. We are proud of our transparency and commitment to ethical practices, and we welcome you to check our background on FINRA's BrokerCheck.