PLANNING PROCESS OF ACTIVE FINANCIAL GROUP
                     ACTIVE  FINANCIAL GROUP
https://www.activefinancialgroup.com
The only thing certain in life and business is that it is continually 
changing. Managing that change is becoming more challenging in 
today’s economy. We can make planning for your personal or 
business future less stressful by building a solid path to your 
financial goals. Effective financial planning may seem 
overwhelming – from understanding your personal goals and 
values to analyzing current investments, cash flow, debt, income 
taxes, risk management needs and more. But at Active Financial 
Group, we believe managing your wealth strategy is more than just 
managing your money. It is about developing a customized 
financial strategy that is unique to you.
With Active Financial Group by your side, our goal is to 
provide you with a much clearer path to your financial goals. 
It is our goal to help you build a comprehensive plan that will 
work with your changing life, one that will give you the 
confidence that you are building a financial future. There is 
no better time than now to get started. Join us as we help 
individuals and business owners who are serious about 
creating, growing and ultimately preserving your assets.
OUR PLANNING PROCESS
Our financial plans are not carved in stone. As your goals and circumstances change 
over time, we review your program with you and make changes as needed. Creating 
a plan with us will help you know where you are, where you want to be and how to 
get there. Now is the time.
Step 1: No obligation interview: At this meeting we will get to know all about you, 
who you are, your financial concerns, goals and objectives. At the end, if we are a fit 
for each other we will move on to
Step 2: Gather information: We collect your financial information including 
assets, liabilities, income, expenses and other relevant information.
Step 3: Analysis and development: An evaluation of the information is prepared 
for you focusing on your goals and includes reviewing all of your objectives to 
determine if they are feasible.
OUR PLANNING PROCESS
Step 4: Plan presentation and delivery: After all analysis is completed, your plan 
will be presented to you. The plan will contain specific recommendations designed 
to help you meet your financial goals and objectives. We will, with your permission, 
consult with your attorney, accountant and any other trusted professional you 
deem necessary to complete the analysis.
Step 5: Implementation: We will implement the agreed upon plan using the 
specific recommendations we have made in your plan.
Step 6: Monitor and update as needed: Change is the only constant in life, so each 
year, perhaps more frequently, we will review your financial objectives to 
accommodate any changes that may have occurred in your life. We also expect to 
hear from you, as your financial needs change.
                       Active Financial Group
         Website: https://www.activefinancialgroup.com/
Office  One
Address::  1300  Riidenour  Bllvd,,  NW
                                  Suiite  221
                                  Kennesaw,,  GA  30152
Emaiill::  [email protected]
Phone  No::  
(678)  574-0080
                                     Office  Two
Address::  2207  Spalldiing  Driive
                                  Atllanta,,  GA  30350
Emaiill::
[email protected]
Phone  No::
(770)  797-5788