Consider your financial needs

Financial planning at Ameriprise Financial

If you've used a financial planner in the past, it may have gone something like this – you filled out a questionnaire, you received some generic advice and, if you had investments, someone "reallocated your assets."

Ameriprise offers an ongoing and personalized approach to financial planning that's custom-tailored to each individual client's life and dreams.

At Ameriprise, financial planning starts with your dreams

Your advisor helps you define your dreams, craft a realistic plan to achieve it and stay on track toward your goal, whether it's a new home, college for the kids, retirement or something equally important. That's our Dream > Plan > Track >^® approach to financial planning – an ongoing, personalized process that keeps you focused on your objective.

Consider the following to decide if financial planning could work for you:

• Would you like some financial guidance to complement your own know-how? Are you hands-on with your finances?
  No matter your style, an Ameriprise financial advisor can provide the level of guidance you prefer.
• Have you set financial goals? If so, do you think you can achieve them?
  A financial plan is the foundation of an ongoing, collaborative relationship that begins with helping you identify and plan for your goals and keep you on track to meet them.
• Do you feel prepared for future life events such as marriage, a new home, college for your children, starting a business, retirement?
  An advisor will stay closely involved with your financial progress, meeting with you periodically to review progress and discuss developments in your life¹ – updating your plan as needed.

If these ideas appeal to you, it may be a good time to start the conversation.