Process

KWWMG has a unique approach to financial planning for highly compensated professionals and owners of privately-held businesses.

Our process is as follows:

  1. We listen to understand what is important to you and where you want to go.
  2. We help you understand where you are today.
  3. We help you map out where you want to be in the next 10, 20, 30 years+.
  4. We design a personalized financial plan to get you there.
  5. We monitor and service the plan to evolve with your needs and goals.

Our core values are as follows:

  • Everyone deserves a personalized plan which illustrates a clear path toward reaching their goals.
  • We are independent in our recommendations and advice. Our firm’s partners are CERTIFIED FINANCIAL PLANNERS™ professionals with a fiduciary obligation to act in the best interests of the client.
  • Experience and knowledge are a requirement for all team members.

We work with our clients through all aspects of the planning process – as life changes, so should your plan.

Pyramid