Process 2018-06-18T17:32:09+00:00

Process

We have a proven process to achieve financial success for our clients.

01
UNDERSTANDING YOU

01UNDERSTANDING YOU

GOALS-BASED WEALTH MANAGEMENT

Since we are seeking a long-term relationship, we want to learn about you. We strive to understand your values, concerns, and priorities.

RISK ASSESSMENT

Risk is probably the most important aspect of investing but is often the most neglected. With a goals-based wealth management process, KHWM aims to find the level of risk that aligns your emotional reactions to market movements with a portfolio that will achieve your objectives.

REVIEW CURRENT ASSETS

KHWM will analyze your current assets and determine if they fit your risk profile and are aligned to meet your goals.

02
FINANCIAL SERVICES

02FINANCIAL SERVICES

DETERMINE IF A FINANCIAL PLAN IS NEEDED

If you feel uneasy about your nest egg or your preparedness to handle upcoming life events, putting together a financial plan is vital.

A financial plan prepared by KHWM will help you determine if your current course of action is sufficient to meet your goals.

03
ONGOING FINANCIAL SERVICES

03ONGOING FINANCIAL SERVICES

AVAILABLE AROUND THE CLOCK

We view our role as a steward of our client’s finances. We are happy to talk to our clients about their finances at any time.

REVIEWS AND COLLABORATION

We regularly sit down with our clients and review their portfolios, making sure to look back at performance, analyze current investments and discuss market risks. More importantly, we listen to your questions and concerns and make sure your portfolio is aligned with your long-term goals.

Listening to your needs