True financial planning is never one-size-fits-all

The Allman Johnson Group is committed to helping you achieve your financial goals. We collaborate with you to define what is most important to you and your family. With a clear vision in place, we draw upon the resources of Baird and our own expertise to help you achieve your objectives. We are proud to work for a company that is consistent with our values:

Clients come first
Integrity is irreplaceable
How we succeed is as important as if we succeed

It all begins with a relationship and a plan.

• Step 1 - Discovery Meeting
  • We begin with a collaborative discussion to facilitate the creation of a Total Family Profile - your "big picture."
  • This lets us know what's most important to you and how we can best work together.
• Step 2 - Investment Planning Meeting
  • During this time, we'll develop a Financial Plan to project your retirement income and outline other goals and objectives.
  • We'll offer recommendations to best structure your investment portfolio and asset allocation to align with your goals and objectives.
• Step 3 - Mutual Commitment Meeting
  • It’s important to us that there is a mutual fit, as well as an understanding of the recommendations presented.
  • We will confirm your commitment and address any questions you may have.
• Step 4 - 45-Day Follow-Up Meeting
  • A few weeks after the implementation of your plan, we will review the strategies we've implemented together.
  • We will go over your first statement together and complete any remaining housekeeping items to ensure you are setup for success.
• Step 5 - Regular Progress Meetings
  • We continuously review your financial objectives, cash flow, and investment portfolio to ensure proper alignment and progress toward your goals.