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A Collaborative Process

Focused on What You Want to Accomplish

A Disciplined Process to Organize & Plan

Conversation


ONE

Initial Conversation

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

Schedule a Call

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

Organization Meeting

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

Pencil


FOUR

Plan Construction

CWA will construct your initial financial and investment plan based on your financial objectives and 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

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

Take the First Step

Schedule a Call