Getting started on Paying Yourself First at Ahmeti Wealth Management is easy!
Watch the video above and then click on the Contact Us button below as your first step towards wealth planning! This initial meeting is designed to get to know you, your family and your financial and life goals. We’ll talk about money and what it means to you; how you define risk and how much of it you’re comfortable with. We’ll take a look at your current financial situation, clarify your concerns and understand what you want to achieve with your money, now and in the future.
Wealth Planning at Ahmeti Wealth Management is a holistic approach to your financial life. Whatever your age, financial, marital or family status, we can work with you to create a plan designed to meet your short- and long-term goals and help you achieve financial independence. We employ a series of steps in helping you reach your financial dreams, and the cycle continues as we provide long-term support for your financial goals.
Our process consists of five distinct segments: Your Investment Profile, Setting Goals, Making a Plan, The Right Mix, and Producing Results. See videos below for more details:
Step 1 – Your Investment Profile
The first step of the process is all about you, your goals and how much planning help you’d like.
Step 2 – Setting Goals
The second step is defining your goals and what you’d like to achieve with your money.
Step 3 – Making a Plan
Here we’ll figure out where you are now and come up with a plan to get you to where you want to be.
Step 4 – The Right Mix
Once we figure out your plan, we’ll find the right mix of investments that are right for you.
Step 5 – Producing Results
The final step is putting your plan into action and communicating results.
By following this easy step-by-step process, a personalized financial plan is developed just for you – and we all know life happens, so, we monitor and adjust your plan, as it does.