Our Process
Here’s how we put The Armstrong Way into action, with our F.I.T. process:
F.I.T. – Focus. Identify. Tackle.
Our F.I.T. process is designed to make working with us clear and easy, every step of the way.
Step 1: FOCUS ON YOU
No awkward small talk here, we’re not about formalities or making things complicated. Think of this first step like meeting a new friend or catching up with an old one. It’s a relaxed, no-pressure conversation where we really take the time to understand you—your goals, your family, your dreams, and everything else that matters to you. Whether it’s retirement, a recent inheritance, or just getting a handle on your financial future, we’re all ears.
This is also where we’ll explain our philosophy, along with how our Financial Planning and Asset Management services can support you. If we click and you want to move forward, great! We’ll walk you through the next steps. But no worries if it’s not the right match—you’ll still leave with a better understanding of your financial priorities, no hard feelings.
Step 2: IDENTIFY THE GAMEPLAN
Once we’ve gotten to know each other, you’ll decide which path works best for you. If you opt for a AWM comprehensive financial plan, we’ll build a personalized strategy for your goals. If you choose AWM asset management services, we’ll handle your investments as part of your overall plan. Whatever you choose, we’ll develop a strategy tailored to you—whether you're focused on retirement, managing an inheritance, or securing your family’s future.
Our approach is goal-based, so we’ll also help identify any potential gaps or roadblocks that could impact your strategy—things like unexpected expenses, insurance needs, or future milestones (hello, grandkids!). By building your playbook for financial independence around these key events, we ensure that it’s not just about the “now” but the “what’s next.”
We’ll walk you through it all, step by step, to ensure you feel confident and clear about where you're headed. We’re not handing you a one-size-fits-all plan and sending you off—we’re partners in this.
Step 3: TACKLE & ADJUST
Once you’ve given your financial plan the green light, now it’s time to get in the game!
If you’ve chosen financial planning only, you’ve got your plan to execute. How you carry it out is up to you, but think of us as your cheerleaders—we’ll be on the sidelines, rooting for you! That’s why we offer flexible support packages to keep you covered along the way. You can reach out for guidance when life throws you a curveball, and we’ll adjust your strategy and update your playbook as needed.
If you’ve chosen AWM asset management, we'll handle the heavy lifting—setting up accounts, managing investments, and taking care of all the details—so you don’t have to break a sweat. Think of us as your valued teammates, working behind the scenes while you focus on the fun stuff: spending time with family, chasing your dreams, or just enjoying life without constantly worrying about your financial future.
But the game doesn’t stop there! Just like in sports, things change—markets shift, family dynamics evolve, and new goals pop up. Whether you need a quick timeout or a game plan overhaul, we’ve got your back, helping you stay on track and adjusting your strategy to keep you moving toward victory. Your financial plan isn’t a one-time thing—it’s a living, breathing playbook that evolves with you, and we’re here to keep checking the score and help you make the winning moves.
The F.I.T. process is designed with you in mind: Focus on You, Identify Your Plan, and Tackle & Adjust. It’s the simple, personal, and flexible approach that makes working with AWM stress-free and, yes, even a little fun!
Got questions? Ready to start your financial journey?
Let’s Chat About How We Can Tackle Your Financial Goals—your time, your way, and yes, your dog is welcome too. Let’s make it happen!