Financial Planning

You may be wondering what to expect from a financial plan and why is it important? Financial planning is a journey, and everyone’s needs are different. Our in-depth planning process establishes your starting point and the course for your journey.

The more we know about you, the better we can create a plan tailored to your situation.

Whether you are saving for a secure retirement, desiring a cash flow strategy, or even saving for a specific event such as college, our multi-step planning process has you covered. Our team will use your profile to help you determine where you need to go to satisfy your goals. The following will be aspects addressed within a financial plan.

Data Gathering

The first step is assessing where our clients stand financially and how they feel about risk. Completing our comprehensive questionnaire provides us with an inventory of assets, liabilities, and time horizons for major financial goals.  We take a look at your current estate plan and advise if that should be revisited.  Through our risk management analysis, we can help determine if you are adequately insured.

Budget Planning

Our cost of living analysis will provide a detailed picture of your current lifestyle costs and what that will look like in the future. We’ll present this not just in today’s dollars, but also show you how those costs can be impacted over a range of likely inflation rates between now and retirement.

Social Security & Pension Options

We help clients determine when to start drawing and how to best coordinate their Social Security and pension benefits. As these choices have lifelong implications, it’s important to us to help you navigate the options and choose the best fit for you.

Incorporating Statistics

Most financial projections are based on historical averages over time. While history provides a good point of reference, markets change drastically from one year to the next. Planning for multiple possible outcomes is vital. Therefore, Alder Financial incorporates statistical analysis into our financial plans to assess and identify market uncertainty.


We think of planning for retirement as a timeline and a series of stages.


Our highly trained investment specialists have more than 50 years of combined investment and analytical experience.


Our attributes set us apart from the crowd and allow us to find the best fit for your unique needs.


Stay informed with our Financial Insights Blog.

Think We Might Be a Good Fit?

Let's talk and we can help you decide whether we're the right firm for you.

We believe in building relationships.

Let us be your partner on the journey to financial independence.

300 Galleria Parkway
Suite 600
Atlanta, GA 30329