Our Process

​The first step in our process is to answer a few basic questions that will help us determine if we may be a good fit to help you or not.  ​

​After reviewing the answers to the questions above one of two things will happen.
  1. We may determine that we’re NOT able to help you directly.  If so, we will provide resources that may help you or at least point you in the right direction.
  2. We will determine that we may be able to help you.  If so, we will send you a more in-depth financial questionnaire that we will use to create your starting point.  
HINT:  If you don’t know where you’re starting from, you will never figure out how to get where you want to go."

If you choose to complete the questionnaire will provide a secure link for you to return the questionnaire and any investments statements you may have that we will use to analyze your current investments for risks, fees, and returns.

IMPORTANT:
We do not need or want account numbers, Social Security numbers or any other confidential information.  Just information that we will use to help you understand what you have and how it works.

​If you're NOT comfortable with providing the information above STOP HERE!
We are NOT a good fit.


Once we have received your basic information and established your starting point, we will schedule your first 1-hour meeting.

In that meeting, we will talk about what you want to accomplish, what’s important to you, and answer any questions you have.
 
Finally, if it makes sense, we will schedule another meeting to look at options and strategies that may help you do better.

If this sounds like what you’re looking for, click the button below to get started.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Campbell Financial Advisory, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Campbell Financial Advisory, LLC, a Registered Investment Advisor in the State of Arkansas. Insurance products and services are offered through Campbell Insurance Services, LLC. Arkansas Insurance Producer Number #1667080. Campbell Financial Advisory, LLC and Campbell Insurance Services, LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arkansas or where otherwise legally permitted. Campbell Financial Advisory, LLC/Campbell Insurance Services, LLC and Aaron Campbell are not affiliated with or endorsed by the Social Security Administration or any other government agency.