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Ameriprise financial planning: Initial year

Financial planning is more than a one-time event or discussion. In the first year of your financial planning relationship, your advisor will get to know you and help you identify your needs and goals to develop your personal financial plan.

Initial year
Financial planning process

Initial year

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Identify/prioritize objectives

You and your advisor discuss your goals, worries and dreams to develop a clear vision of your financial future.

Gather information

You and your advisor review important documents like bank statements, tax returns, insurance policies and retirement plans.

Analyze information

Your advisor helps you understand the big picture of your finances, and how the different elements may relate to each other.

Propose recommendations

Your advisor will present your personal financial plan and review it with you.

Take action

You and your advisor work together to help you move forward on your plan with specific financial solutions to help you meet your needs.

Track your progress

You'll meet with your advisor periodically to track your progress, revisit your goals and make adjustments as necessary. Typical checkpoints include a 6-month review and a year-end review. The financial planning process doesn't end there, however – you'll continue working toward your goals in year 2 and beyond.

This represents a recommended meeting set and is not required by your Ameriprise® Financial Planning Service Agreement with Ameriprise Financial. Financial advisor and client will work together to tailor an appropriate meeting set for their relationship.

Neither Ameriprise Financial nor its representatives or affiliates provide tax or legal advice. Consult your tax advisor or attorney regarding specific issues.

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Related information
What happens during your first meeting with an advisor?

Questions to ask and what to expect during your free initial consultation

Getting started with financial planning

What to expect from the financial planning process, from initial consultation to follow-up.