A Disciplined Process to Organize & Plan
Let’s learn more about one another during a 20-30 minute call and see if your needs align with our services.
Every persons situation is unique. During our 60-90 minute discovery meeting I'll learn more about your financial situation and work to uncover your most pressing concerns, objectives, goals and dreams.
After determining we are a good fit, we will proceed to gather important documents, create your client portals and take care of any administrative items. We will get you organized through a combination of a meeting and email exchanges.
Once all of your financial information has been organized and we have prioritized your immediate financial objectives, I can start to create the strategy to move you toward your goals.
Delivery & Implementation
We are now ready to implement the strategy. This will be a joint process where certain steps will be implemented by you and others by CWA. Implementing everything at once can be overwhelming, which is why we will work based on highest priority.
Monitor & Adjust
Your life is an ongoing journey with frequent changes and therefore so is the planning process. We will meet semi-annually to ensure things are up to date. If CWA is managing your investments, then there will be continuous monitoring, reporting and rebalancing.
We believe in the power of a proactive approach, so you can expect…
- Semi-annual meetings
- Ongoing investment management
- Regular outreach about financial issues
- Online access through your client portal
- Ongoing consultation via phone, video or email