Our Process.
Build and simplify your life-changing wealth.
STEP 1
Introductory Call
The goal of this call is to determine if scheduling a Fit Meeting is your best next step.
This introductory call is to explore how our approach to wealth management aligns with your needs and goals. We'll get a high-level overview of your financial situation and answer any immediate questions you have. If our services, philosophy, and process match what you’re looking for, we’ll schedule a Fit Meeting over the phone or send you a link to schedule at your convenience.
STEP 2
Fit Meeting
Finding the right financial team is crucial to achieving your long-term goals.
In our Fit Meeting, we prioritize answering your questions, understanding your immediate concerns, and outlining your long-term financial aspirations. We’ll transparently detail our philosophy, process, and fees and share how we can help you achieve your goals.
The goal of the meeting is for you to clearly understand what it’s like to be our client. If you determine we are the right partner for you, we’ll move forward and begin onboarding you as a client!
STEP 3
Onboarding
Before we embark on your financial journey and build your plan, we must delve into the intricacies of your current financial landscape.
Step one of the onboarding process is crucial; we’ll gather essential information like tax returns, pay stubs, details of your assets and liabilities, and more. Our comprehensive financial plans require detailed information to ensure that your plan perfectly aligns with your needs, goals, and unique financial profile. We will communicate with you throughout this process to ensure we avoid any taxes, penalties, or unnecessary fees.
Once we have your financial information, step two of our onboarding process is for our operations team to open your accounts and seamlessly transfer and consolidate your assets.
STEP 4
Wealth|KC Analysis
Now that we have consolidated all your financial data into a comprehensive portfolio, your advisor will collaborate with our Financial Planning and Investment Management Teams.
They'll carefully review your information and portfolio, leveraging their combined expertise to craft a step-by-step strategy to confidently pursue your financial goals. As we develop your plan, we may reach out for any necessary clarifications or supplementary information to ensure smooth progress and alignment on crucial details.
STEP 5
Plan Delivery Meeting
In this meeting, we'll deliver a personalized roadmap to your needs and goals. We tailor specific planning and investment strategies to your unique circumstances, showing you exactly where you are today coupled with clear projections of your future.
Using our Priority Planning Checklist, we’ll provide a written financial and investment plan that starts with the highest priority recommendations we will tackle in the first 30 days. If you’re retired or will be in the next five years, we’ll introduce our Five-Year Income Plan, a custom portfolio built to prepare and protect the income you need and want for the years leading to retirement.
After clearly outlining the initial plan, we’ll take a longer-term look and introduce the recommendations and strategies we have for the next three, six, and twelve months.
ONGOING
Implement + Execute Your Plan
Analyzing, building, and delivering your financial plan means nothing without execution and ongoing adjustments. Our Team and Processes are centered around providing guidance, helping you stay informed, educated, and accountable to your plan in four distinct ways.
We believe communication and transparency are key to your financial well-being. You have full access to your advisor’s calendar, allowing you to schedule anytime you need. You can ask questions, share updates on your ever-changing financial status, or do a quick analysis of a financial decision you may be weighing.
Whatever it is, we’re here to help; never hesitate to schedule, even if it’s a quick 10-minute conversation.
Full Access to Our Team and Calendar
While annual reviews are crucial for high-level, long-term financial planning, we believe in an even more proactive approach. Relying on our Priority Planning Checklist, we bridge the gap between progress reviews with personalized micro-consultations throughout the year.
These 5-15 minute touch points allow us to stay agile, adjusting your plan as needed and keeping you consistently moving closer to your financial dreams, one actionable step at a time.
These meetings are not “check-ups”; they are moments in your journey where you get to re-draw the map. During each review, we adjust your plan for major life changes, short-term needs that have surfaced, and the long-term evolution of your goals.
At the end of this conversation and with our new map in hand, we’ll adjust your investment strategy and 5-Year Income Plan, re-define your highest priority action item, and refresh your three, six, and twelve-month written financial plan!
Comprehensive Progress Reviews
We proactively prepare for major upcoming moments in your life such as:
Career changes
Family growth
Tax Day Preparation needs
End-of-Year Planning
Retirement Preparation
Social Security
Medicare
Estate & Legacy Planning