How do you make a successful Financial Plan?

Our Financial Planners are all held to the highest standards of the CERTIFIED FINANCIAL PLANNER™ designation.

The Standards of Professional Conduct (Standards) define financial planning as “the process of determining whether and how an individual can meet life goals through the proper management of financial resources. Financial planning integrates the financial planning process with the financial planning subject areas.” Our money-back guarantee is limited in that we will continue to work on your financial plan with no limit to hours spent until you are 100% satisfied. If we don’t live up to this, you can have your money back. It means we didn’t do our job. Click here to see our financial planning agreement.

The six steps to the financial planning process:

  1. Establishing and defining the client-planner relationship
  2. Gathering client data including goals
  3. Analyzing and evaluating the client’s current financial status
  4. Developing and presenting recommendations and/or alternatives
  5. Implementing the recommendations
  6. Monitoring the recommendations

Our Financial Planners are all held to the highest standards of the CERTIFIED FINANCIAL PLANNER™ designation.

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Feel free to Contact Us  - 435-658-1934 / info@alphawealthfunds.com

How to Reach Us


Toll-Free: 866-932-7439
Phone: 435-658-1934
Fax: 206.984.410
Email Address: info@alphawealthfunds.com
Address: Park City Office, 1887 Gold Dust Lane, Suite 203A, Park City, UT 84060.

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