Our one-to-one financial planning process

We believe financial planning should be a long-term and collaborative relationship. Perhaps this is why more people come to Ameriprise for financial planning than any other company.*

Working together with an Ameriprise financial advisor you'll define your dreams, develop a plan to help you get there and then track your progress along the way.

It's all guided by a financial planning process that's defined by the Certified Financial Planner Board of Standards, Inc.

Identify/prioritize objectives

We'll discuss your dreams, goals and needs to develop a clear vision of your financial future.

Gather information

We'll review important documents such as brokerage and bank statements, tax returns, insurance policies and retirement plans.

Analyze information

We'll work together to understand the big picture of your financial situation and how the different elements may impact each other.

Propose recommendations

We'll provide written financial planning recommendations that align with your goals and needs.

Take action

Once we propose specific financial solutions to help you reach your goals, you can take action on your plan.

Track ongoing progress

Because your goals and needs evolve over time, it's important to track your progress as part of an ongoing process.

* Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5 available at adviserinfo.sec.gov as of December 31, 2006.

Brokerage, investment and financial advisory services are offered through Ameriprise Financial Services, Inc. Member FINRA and SIPC.