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Frequently asked questions
The questions we hear most often, answered straight. Don't see yours? Get in touch — we read every email.
What kinds of financial situations does AL ASSI work with?
We help individuals and families in the Gallup area think through their financial picture, whether that's planning for the future, managing investments, or coordinating different pieces of your financial life. Our advisors work with you to understand your goals and develop a strategy that makes sense for your situation.
Do you serve clients outside of Gallup?
We're based in Gallup, NM and primarily work with clients in the local area, though we're happy to discuss your specific circumstances when you reach out. Contact us through the site and we can let you know whether we're a good fit for your needs.
How does the process work when I first reach out?
We'll have an initial conversation to learn about what's on your mind and get a sense of whether we can help. From there, we'll outline next steps and what to expect as we work together to build a plan that works for you.
What should I gather before we meet?
Bring whatever financial documents feel relevant to what you want to discuss—statements, tax returns, insurance policies, or notes about your goals are all helpful. We'll let you know if there's anything specific we need when you set up your first meeting.
How long does it typically take to develop a financial plan?
Every situation is different, but we work at a pace that lets us really understand your circumstances and answer your questions along the way. We'll give you a realistic timeline during your initial conversation so you know what to expect.
Can you help me understand what I'm already invested in?
Absolutely—we can review your existing investments and walk you through what you own and why it matters for your bigger picture. Many clients find it helpful to have someone explain things in plain language and make sure everything still aligns with what you're trying to accomplish.