CWM's 5-Step Comprehensive Financial Planning Process
Step 1: Discovery
Discuss your goals and priorities and how that aligns with what you are currently doing.
Determine if you think we may be a fit for what you are looking for in a Financial Advisory Firm and if we should go to the next step…
Step 2: Gather Pertinent Data
Using our state-of-the-art financial planning software, review your current financial picture and determine if you are on track to meet your goals and priorities…
Step 3: Financial Plan Review
A comprehensive review of your entire financial well-being. Review concerns and unintended consequences we find.
Step 4: Present Recommendations
Present and discuss options and alternatives to improve your financial position to help assure you reach your financial goals.
After our due diligence process, present alternative recommendations that meet your goals and priorities…
Step 5: Implementation
Execute mutually agreed upon strategies...