OUR APPROACH
True wealth isn’t measured by the amount of dollars in your bank account, but rather by the capacity to live your life on your chosen terms. To achieve true wealth you must decide what matters most to you.
Your Dreams, Your Goals
True wealth isn’t measured by the amount of dollars in your bank account, but rather by the capacity to live your life on your chosen terms. To achieve true wealth you must decide what matters most to you.
Your Dreams, Your Goals
As a fee-only, fiduciary financial planner, K Wealth Advisors do not sell any financial or investment products. Our commitment to our clients is based on organized and systematic processes to transform complex financial decisions into affordable, actionable steps.
Planning Not Products
Planning Not Products
As a fee-only, fiduciary financial planner, K Wealth Advisors do not sell any financial or investment products. Our commitment to our clients is based on organized and systematic processes to transform complex financial decisions into affordable, actionable steps.
The KWA Wealth Management Process starts with a ‘Good Fit’ meeting. This offers us a chance to get acquainted. We make sure to layout our process, and ensure you understand our services to establish a powerful working relationship.
Wealth Management Process
The KWA Wealth Management Process starts with a ‘Good Fit’ meeting. This offers us a chance to get acquainted. We make sure to layout our process, and ensure you understand our services to establish a powerful working relationship.
Wealth Management Process
Your first interaction with KWA is an introductory call where we'll discuss why you are seeking a CERTIFIED FINANCIAL PLANNER™, and how we can best move you forward.
ORGANIZE
-
​We learn more about you. What are your needs, concerns, and aspirations, as we begin to understand more of your quantitative financial picture.
-
We’ll gather all your financial information and organize it, so we can take a deeper look at your financial story.
-
The most important thing is to extract all the information from your head into one place so we can assess the areas to tackle first.
VISUALIZE
-
You are encouraged to dream and think about what your best life would look like.
-
We explore and focus on your true goals, dreams, intentions, and life plans which provide the qualitative factors to develop a financial plan.
-
We’ll also touch upon any obstacles or challenges which may adjust your plans.
CONCEPTUALIZE
-
Together, we analyze your resources, explore opportunity paths,
and prioritize your most important goals. -
This is where the pen hits the paper, and we begin to finalize your financial plan.
-
We’ll start to finalize your Financial Plan, Ideal Savings Plan, and Investment Plan.
REALIZE
-
We execute according to the agreed upon path.
-
Take action and implement based upon your priorities.
-
We'll provide the necessary investment adjustments and help implement the changes in your accounts.
PROGRESS
With your initial Financial Plan in place, our work has just begun. We deeply believe that the value of planning is the process of planning vs. the plan itself.
We meet regularly and prioritize the most important tasks while scheduling others for the future.
To make sure you are progressing towards your Best Life, we monitor your plan so we can make changes as opportunities and challenges arise.
Your Financial Plan, Savings Plan, and Investment Plan will guide you throughout the years.
