OUR PROCESS


"CHANGE IS NOT AN EVENT, IT'S A PROCESS" - CHERYL JAMES


Step 1 - Discover your financial identity

Your first meeting at CWM is both an opportunity for us to get to know each other and start your financial planning process. We can share our financial philosophies and identify and prioritize what’s most important to you financially.

Step 2 - Taking stock 

After our first meeting, we’ll ask you for some homework. Be prepared to round up documents, including retirement plan account statements, investment accounts, Social Security statements, mortgage and property tax documents, outstanding debt documents, and insurance policies.

Step 3 - Review your financial analysis

In your second meeting, we will use our time together to review your information and further prioritize your short-term and long-term financial goals. We will have analyzed the data you provided and will outline possible courses of action to get the most out of your finances both right now and in the future.

Step 4 - Engaging our services

At this meeting, it's time to get real.  We hope we’ll have demonstrated significant value already and we’ll ask if you’re ready to engage our services and move forward.  After identifying the steps to engage, we’ll set up a meeting with 24-48 hours and start the onboarding process.

Step 5 - Implementing plan

Finally, we will meet to take the steps outlined in your plan. We will collect final information, create accounts and transfer assets as needed to implement your plan.

Step 6 - Monitor & Adjust

This step has no end point. As your Advisor, we will monitor and manage your assets, adjust to life's changes when needed and continue to make sure your financial plan is working for you.


READY TO BEGIN? Let's start the conversation. Call 859 381-0555 or click on the button below. 



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