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What is involved in the financial planning process? It’s a question commonly asked, and yet each answer is as diverse as the military families we represent. Listed below are common plan points AAFMAA Wealth Management & Trust (AWM&T) considers when creating a comprehensive financial outlook you are in charge of:
The real value in financial planning lies in the implementation and monitoring of the decisions you make. Otherwise, your plan becomes little more than a large notebook gathering dust on your shelf. AAFMAA Wealth Management & Trust Relationship Managers will continue to work with you and put your ideas into action.
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