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Our Process

At Aschberger Financial Services, we use a disciplined, unbiased approach in helping you plan your financial future. We do not lead with products, but seek to uncover your goals and find the path that will help you achieve them.

Step 1

Establish and define our relationship.

Step 2

Gather your data, including your goals.

Step 3

Analyze and evaluate your financial situation.

Step 4

Develop and present our financial recommendations and/or alternatives for you.

Step 5

Discuss, consider, and implement the financial planning recommendations, if you decide to do so.

Step 6

Meet with you on a periodic basis to review your financial status and determine if your financial goals have changed.

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