Step 1 - AfroEconomics™ Comprehensive Financial Planning process STARTS with a Personal EMPOWERMENT Meeting with JB Bryan, President & Chief Investment Officer - a 2 hour goal setting and comprehensive personal financial planning session that focuses completely on YOU and your financial goals.
Step 2 - Technology coupled with Personalization: AfroEconomics™ Financial Planning Online High-Tech Portal using the lastest technology to illustrate, organize, and assist in calculating your financial needs, investment selection, and to monitor progress and changes.
Step 3 - Portfolio Analysis: AfroEconomics™ Investment Risk Analysis and Asset Allocation review every 6 months at a minimum - to establish, monitor, and maintaining your personal Investment Policy and goals.
Step 4 - Quarterly Meetings: AfroEconomics™ Personal EMPOWERMENT Meetings # 2, #3, and #4 Quarterly - Personal Comprehensive Financial Planning Meetings for accountability, review, and follow-up.
GIFTS : 3 FREE E-books :
AfroEconomics™: Our Black Wealth Matters
AfroEconomics™: Our Black Wealth Matters - The Workbook
AfroEconomicss™: Me, My Family, My Legacy (Activity Book for Kids)
Step 5 - PARTICIPATE WEEKLY: AfroEconomics™ MEMBERS ONLY MEETINGS/WEBINARS/TELECONFERENCE.
STEP 6 - ATTEND EVENTS ( Our feature events: The Black Business Summit, Today's Black Man and His Money, KING DAY BRUNCH - all FREE to members). Plus, CELEBRATIONS Members-ONLY AfroEconomics™ Networking/E-Networking Events.
STEP 7 AfroEconomics™ TAX Planning and Review throughout the year.
STEP 8 AfroEconomics™ Work Benefits Analysis through the year.
STEP 9 AfroEconomics™ Legacy and Estate Planning and Review annually.
STEP 10 AfroEconomics™ Credit Report and Debt analysis semi-annually.
AfroEconomicsEvents and Membership for YOUR Financial Empowerment. Powered by JB Bryan Financial Group, Inc. A Registered Investment Advisory Firm - The Home of AfroEconomics.
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Powered by: JB Bryan Financial Group, Inc. A Registered Investment Advisory Firm