Planning Process of Active Finance Group

1. ACTIVE FINANCIAL GROUP https://www.activefinancialgroup.com

2. The only thing certain in life and business is that it is continually changing. Managing that change is becoming more challenging in today’s economy. We can make planning for your personal or business future less stressful by building a solid path to your financial goals. Effective financial overwhelming – from understanding your personal goals and values to analyzing current investments, cash flow, debt, income taxes, risk management needs and more. But at Active Financial Group, we believe managing your wealth strategy is more than just managing your money. It is about developing a customized financial strategy that is unique to you. planning may seem With Active Financial Group by your side, our goal is to provide you with a much clearer path to your financial goals. It is our goal to help you build a comprehensive plan that will work with your changing life, one that will give you the confidence that you are building a financial future. There is no better time than now to get started. Join us as we help individuals and business owners who are serious about creating, growing and ultimately preserving your assets.

3. OUR PLANNING PROCESS Our financial plans are not carved in stone. As your goals and circumstances change over time, we review your program with you and make changes as needed. Creating a plan with us will help you know where you are, where you want to be and how to get there. Now is the time. Step 1: No obligation interview: At this meeting we will get to know all about you, who you are, your financial concerns, goals and objectives. At the end, if we are a fit for each other we will move on to Step 2: Gather information: We collect your financial information including assets, liabilities, income, expenses and other relevant information. Step 3: Analysis and development: An evaluation of the information is prepared for you focusing on your goals and includes reviewing all of your objectives to determine if they are feasible.

4. OUR PLANNING PROCESS Step 4: Plan presentation and delivery: After all analysis is completed, your plan will be presented to you. The plan will contain specific recommendations designed to help you meet your financial goals and objectives. We will, with your permission, consult with your attorney, accountant and any other trusted professional you deem necessary to complete the analysis. Step 5: Implementation: We will implement the agreed upon plan using the specific recommendations we have made in your plan. Step 6: Monitor and update as needed: Change is the only constant in life, so each year, perhaps more frequently, we will review your financial objectives to accommodate any changes that may have occurred in your life. We also expect to hear from you, as your financial needs change.

5. Active Financial Group Website: https://www.activefinancialgroup.com/ Office One Address: 1300 Ridenour Blvd, NW Suite 221 Kennesaw, GA 30152 Email: team@activefinancialgroup.com Phone No: (678) 574-0080 Office Two Address: 2207 Spalding Drive Atlanta, GA 30350 Email: Cstefan@activefinancialgroup.com Phone No: (770) 797-5788