Ameriprise financial planning: Ongoing years
The financial planning process is centered on a one-to-one, ongoing relationship with your financial advisor. After developing your financial plan with your advisor during your first year, you'll continue to meet periodically. Your advisor will address any life changes and help you adjust your plan based on your current needs and goals.
Ameriprise Financial client relationship model
Delivering on our unique Dream > Plan > Track >® approach to financial planning.
Annual review
You'll meet with your advisor to review your plan and identify your financial goals for the coming year.
Checkpoint
Your advisor will address any life changes and adjust your plan based on your current needs and goals.
6-month review
Your advisor will review your progress toward your goals and may address key topics, such as tax management strategies and employee benefit decisions.
Year-end review
Your advisor will prepare for the coming year of your financial planning relationship by confirming your financial goals and objectives and addressing any questions or concerns you may have.
Throughout your financial planning relationship, you can count on a continuous level of support, even though you may work with different advisors over time as circumstances dictate.
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.
Find an advisor
Related information
Could financial planning work for you?
Assess your financial style, your priorities and other things to consider.
Getting started with financial planning
What to expect from the financial planning process, from initial consultation to follow-up.