Financial Planning Services Northern Virginia

Financial Planners In Northern Virginia | AOG Wealth 

AOG Wealth Management provides financial planning in Northern Virginia including personal financial planning for retirement & other wealth goals for clients. Learn more today!

What is Financial Planning?

Simply put, financial planners look at where you are now and where you want to be at some point in the future. The job of the financial planner is to determine how to get there. They do this by looking at a client’s entire financial picture to build a plan to achieve their short-, medium-, and long-term goals. Common goals include saving for retirement, college, and home purchases as well as planning for life changes like starting a business or a family.

A frequent misconception is that financial plans are only for certain people. This could not be further from the truth! Everyone can benefit from a financial plan. Having a financial plan can ease the burden of the unknown and create a sense of security for individuals and families. While it is impossible to plan a perfectly accurate financial plan, planning for variables can make shifting the plan much easier in the future. With the right planner, clients also have a partner and accountability buddy.

Financial Planning Services

Here at AOG Wealth, we help our clients achieve a work-optional lifestyle and empower clients to lead an abundant life. Every person defines abundant life in their own way, which is why our services are specific to each client’s needs. 

The financial planning process begins by gathering information from clients. We start with the basics like discussing account balances, what the accounts are invested in, and what debt a client might have. We discuss the goals of each client and from there, we can begin to build a financial plan specific to the client.

Financial plans generally include retirement savings and income planning, risk management and insurance planning, investment planning, tax and estate planning, and education planning. However, not all clients need all these services and may need help in other areas. Our financial plans are tailored to individuals and families.

Financial Planner Certification

A number of AOG team members, including Jim Ortlip and Erin Long are all CERTIFIED FINANCIAL PLANNER™ professionals.

Anyone can call themselves a financial planner but becoming a CFP® practitioner is a rigorous process. Advisors must complete a two-part education requirement including coursework that typically takes 12-18 months to complete and must hold a bachelor’s degree or higher from an accredited college or university. Advisors must also complete a seven-hour exam, fulfill 4,000-6,000 hours of apprenticeship experience, and satisfy an ethics requirement.

Maintaining the designation requires practitioners to complete continuing education and adhere to the high ethical standards. 

How AOG Financial Planners Serve Our Clients

CFP® professionals, like investment advisors, are required to act as fiduciaries, meaning that they must put the client’s interest ahead of their own.

At AOG Wealth, we continue to monitor and revisit client’s financial plans at least annually to make sure our clients feel comfortable and are on track to meet their goals. If clients are not on track, we adjust the plan. Clients’ lives are constantly changing, which is why it is important that the financial plan changes with them.

Want to learn more about how AOG Wealth helps our clients plan for the future? Give us a call or reach out over email! 

Our Financial Investment Standards & Methods

Exceptional wealth management starts with good personal relationships. The relationships we form with our clients enables us to provide them with products and services that are suited for their individual investment goals. Our investment strategies always start with establishing good relationships with our clients first. At AOG Wealth Management, we make finding solutions to all of your financial concerns simple because we operate in a boutique setting. It’s just one way we get the conversation and our relationship with you started.

Wealth and asset management goals are unique to each individual. That is why AOG Wealth Management provides customized investment solutions based on your personal goals, circumstances and objectives. Whether you are looking for tax-efficient strategies to reduce your tax burden, repositioning your retirement funds to less volatility, or utilizing more robust benefit plans (such as a Cash Balance Plan, Profit Sharing 401k or standard 401k) to maximize pre-tax investments for your company, AOG is committed to maintaining the highest standards of integrity and professionalism by providing a high value proposition and superior personal service.

What sets AOG apart from the typical advisors and wire houses? We complete rigorous, on-site due diligence on all prospective investments, and ongoing due-diligence for existing investments. Employing a durable income model, AOG actively monitors investments necessary to customize your portfolio based on your risk / reward profile.

Contact A Financial Planner Near You

Contact us for more information on financial planning and how we can help you reach your financial goals

DISCLAIMER:

AOG Wealth Management is a Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including form ADV Part 2A filed with the SEC, can be found at AOGWealth.com. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The asset classes and/or investment strategies described may not be suitable for all investors and investors should consult with an investment advisor to determine the appropriate investment strategy. Information obtained from third party sources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. No consideration or compensation has been received from any firm referenced in the above commentary.