A Disciplined Process to Organize & Plan
ONE
Initial Conversation
A 30-minute call to learn about your financial needs and share how our services might be of value.
TWO
Discovery Meeting
A 60-90 minute meeting expanding on our initial conversation, getting further into the specifics of your finances, goals, concerns and what a working relationship looks like.
THREE
Organization Meeting
Our formal engagement begins. We will sign an agreement, setup your planning dashboard, gather remaining data and discuss your investment strategy.
FOUR
Plan Construction
CWA will construct your initial financial and investment plan based on your financial objectives and investment strategy.
FIVE
Review & Implementation
Review the planning and investment strategies and start implementation. Implementing the plan will be done in part by you and in part by CWA.
SIX
Monitor & Adjust
We'll meet regularly, adjust as needed, maximize planning opportunities and ensure your investments remain aligned with your strategy.
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