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A Collaborative Planning Process

Our Client-Centric Process


Conversation


ONE

Introduction Call

A 30-minute call to learn about your financial needs and share how our services might be of value.

Schedule a Free Assessment

Bullseye


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. 

Money


THREE

Assessment Review

A 30-60 minute review of your initial financial assessment so that you get a clear understanding of the ways in which we can provide value to your financial management. 

Pencil


FOUR

Financial Organization

Our formal engagement begins. We will sign an agreement, setup your planning dashboard, gather remaining data and discuss your investment strategy.

Sheild


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. 

Scales


SIX

Ongoing Evaluation

We'll meet regularly, adjust as needed, maximize planning opportunities and ensure your investments remain aligned with your strategy.


We believe in a proactive approach, so you can expect the following throughout the year

  • Semi-annual meetings
  • Quarterly check-ins to review your goals & progress
  • Ongoing investment management
  • Regular outreach about financial issues
  • Online access to your client dashboard
  • One-on-One advice anytime you need

Take the First Step

Schedule a Free Assessment