The Road Map to a Comfortable Financial Lifestyle

When you are a client of Athenian Private Client Group, we'll focus on developing your Road Map to a Comfortable Financial Lifestyle. It is a committed, six-phase planning* program that includes the following;

Phase One: Lifestyle Consultation

During this phase we will discuss your current lifestyle needs and financial situation.

Phase Two: Deep Dive Phase

We will listen to your financial needs, investment objectives and your tolerance to the market. We will review your current financial plan, investment portfolio, retirement accounts, insurance policies and any wills and trusts.

Phase Three: Lifestyle Analysis

During this phase, we will review an analysis report based on your financial information and recommend a strategy that will help meet your lifestyle and financial objectives.

Phase Four: The Road Map

In this phase, we will review the financial plan and it details. We will finalize and agree on implementation of the financial plan.

Phase Five: Begin Driving through the Road Map

We will put the foot on the petal and begin our journey to reaching your financial and lifestyle goals for you and your loved ones.

Phase Six: Sailing, Rowing and Staying the Course

We will constantly analyze your financial plan and help you sail and row through many situations in your life. We will make adjustments and modifications when appropriate and will continuously educate you on achieving a Comfortable Financial Lifestyle.

 *Securities and investment advisory services offered through SagePoint Financial, Inc.