Get started with personalized financial advice

What’s the process for us to work together?

In the beginning stage, it’s not about whether we do business together or not. Our process is focused on establishing whether there will be a good fit in working together and to assist you in getting real clarity about your most important goals and your most deeply held values.

If we both agree that there is a fit… then great. If not… our process can give you clarity about your situation that can help you regardless of which financial advisor you work with.

If we are a fit, then our team spends several weeks getting the first draft of your written financial strategy completed. Then, we schedule a meeting to immediately begin implementing the elements of the plan that our team feels need the most attention.

We then ask every client to schedule 3 meetings over the next 12 months (meeting once every four months) to get the information we need from you, review our progress, celebrate successes and implement the next steps in the plan.

Advice to help you achieve what’s most important to you

One to one financial advice based on your goals and needs

We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.

How to begin

1. Schedule your complimentary initial consultation

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If you're interested in learning more about how I can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, I can give you a new perspective and answer your unaddressed questions.

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2. Prepare for your consultation

Before we meet, consider these financial questions:
  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a specific life event or need prompt you to seek advice?
  • How are your investments performing in current market conditions?
  • What are you looking for from a financial advisor? What are you not receiving currently?
To help understand your current financial picture, I may also ask you to bring recent bank and investment statements and insurance policies.

3. Get to know me

Alex Bishop, Private Wealth Advisor, Bishop Financial Partners, Ameriprise Financial

I come from a pretty modest background so helping people avoid mistakes was my first goal. Being in the business for 25 years the financial issues are the easy part. What keeps me going is helping people make smart decisions with their money and being an advocate for their most important goals


4. Meet with me

During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, the value I can provide, the costs associated if you decide to work with me and next steps.

View my services and solutions

Our ongoing partnership

Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. Connect with us when you need to, in person, by phone or online.

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I look forward to hearing from you

For more than 125 years, Ameriprise advisors like me have been helping people like you achieve their financial goals. When you’re ready, reach out to schedule your complimentary initial consultation.

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Connect with me

Alex Bishop may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.