Who is A.J. Frank, CFP?

Experience and Education

Registrations and Professional Memberships

What is Financial Planning?

Personal financial planning is an ongoing process of coordinating all of your personal and financial goals into an organized, structured plan of action. The process begins with the identification of your specific goals, needs, problems and resources.

Analysis is then performed in these areas, and decisions are made as to the strategies for resolving problems and achieving target goals. Implementation involves making the necessary decisions, measuring the outcome and progressing toward your objectives.

Why Work With a Financial Planner?

The financial planning process can be carried out with or without the assistance of a professional advisor. However, it may be preferable to use a professional advisor who can be more objective about your situation. Proper planning also requires an understanding of financial matters, products, techniques and technical skills as well as access to up-to-date information on tax laws, investment and insurance products and other disciplines involved in the planning process. In this way, the planner often works with other professional advisors to coordinate strategies specific to your plan of action.

CFP and Certified Financial Planner are trademarks of the Certified Financial Planner Board of Standards

AJ Frank, CFP

2015 A.J. Frank | All rights reserved.

3935 Harney Street, Suite 202, San Diego, CA 92110 | Phone: 619.497.0244 | ajfrank@fastfinancialfocus.com