AFA delivers financial advisory services to clients and prospects in a variety of ways 

• Recommendations 
  • may be general or more specific 
  • may be informal or formal
     
• analysis 
  • standard – generally from a software package 
  • custom – often involves spreadsheet analysis
     
• meetings – generally as needed or when requested by clients 
   
• client portal (CP) 
  • automated account aggregation as well as manual tracking   ◊   account investment composition   ◊   document vault   ◊   cashflow & budgeting   ◊   financial reports 
  • integrates with planning platform
     
• planning platform (PP) 
  • integrated with client portal 
  • automated analysis – retirement, education, etc. 

Taken together, these delivery methods comprise comprehensive financial advisory services.