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True financial planning

Ameriprise Financial focuses on true financial planning

Few people understand what true financial planning really means. Many assume they have a financial plan when they contribute to a company's 401(k) plan or when they obtain investment advice or portfolio management services. But none of these is true financial planning.

So what is true financial planning?

Definition:
true fi · nan · cial plan · ning [trŭ fi-nan-shuhl plan-ning] noun

We define true financial planning as a comprehensive, ongoing approach to managing all areas of your financial life that takes into consideration your income, expenses, investments and debt; your short-term and long-term goals such as paying for college or retiring comfortably; your taxes and financial risks such as disability and death; and, finally, leaving a legacy.

More people come to Ameriprise for financial planning than any other company.*

What many people think it is	What true financial planning really is
About investments and pie charts	About the big picture
Once and done	Ongoing — your life changes so your plan should too
Only about the bottom line	About dreams, confidence and freedom
Begins with numbers	Begins with your dreams, then the numbers
Based on transactions	Based on a long-term, one-to-one relationship with an advisor

Dream > Plan > Track >^®

We take a different kind of approach to financial planning called Dream > Plan > Track >. We start with your dreams, not just the numbers. Our unique approach is designed to help you manage the financial needs you have today while planning for tomorrow's dreams.

* Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2007.

Brokerage, investment and financial advisory services are offered through Ameriprise Financial Services, Inc. Member FINRA and SIPC.

Throughout your financial planning relationship, you can count on a continuous level of support, even though you may work with different advisors over time as circumstances dictate.

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Related information

Beginning the financial planning process

Learn what to expect at your first consultation.
Getting started

See yourself in The Red Chair

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Why Ameriprise

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*Ameriprise helped pioneer the financial planning process. Our unique approach is about more than just numbers, it's both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER^TM professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc. as of December 31, 2007.