FINANCIAL PLANNING

WHAT IS A COMPREHENSIVE FINANCIAL PLAN?

A comprehensive financial plan is the foundation of the client relationship here at KWM. It is a highly personalized analysis and plan that focuses on net worth, cash flow, insurance, credit scores/reports, employee benefit, retirement planning, insurance, investments, college planning, and estate planning. When finished you will have a clear picture of your current financial situation, and a clear plan of how to reach your financial goals in the future.

PROCESS

The process will start with an introductory meeting in which we will discuss your financial goals, life goals, financial concerns and general thoughts on money. After that we will work together to compile data to complete your current financial picture. Using all of that information we will create a detailed financial plan with clear action steps you can take to reach your goals and to stay on track. There will most likely be a number of virtual meetings as your input is absolutely integral to the process.