There are a lot of moving parts in successful retirement planning. It can seem like a daunting task. At KDP Wealth Management, we enjoy the process, and are committed to tailoring a plan that is right for you.
This abbreviated, complimentary call provides an introduction to KDP Wealth Management and how we serve our clients. We review our Path to Wealth process and discuss your unique financial situation and how we might fit into it. Finding the right fit between client and advisor is paramount and we want to ensure our goals and methodologies are aligned before taking the next step together.
The discovery meeting is a deep dive on your specific and unique financial situation. At KDP we pride ourselves on holistic planning and acting in our clients highest and best interest. Part of that is to ensure we understand the whole picture. It’s helpful to come prepared to this meeting with details and statements to discuss. We will also get into your long-term goals and what you are driving towards in your financial life.
This is where the rubber meets the pavement. We will present the findings of our financial analysis and what we believe to be the most impactful strategies to move the needle. We will acquaint you with our investment philosophy, tax centric portfolio design, and a master financial strategy specific to your needs.
This will be a half hour call to walk you through how to log in to your online client portal, where you can check your account balances and view important documents, such as statements. We will also introduce you to the other members of your financial team that will be collaborating on advanced planning topics specific to you and other service lines available through KDP.
This is a targeted meeting where we will delve into topics that are unique to you. As we continue to work together, we will broach the following planning topics based on your financial needs.
Life is ever-changing, these meetings provide a check point to review updates, goals, and measure progression. We will introduce new planning topics and strategies as they become relevant and keep you up to speed on current events impacting the markets. This is a time to review portfolio performance and keep you grounded in prudent long-term investing strategies, and to review tax strategies for the year.
We would love to hear from you! Please give us a call at (541) 773-6633 or email us at firstname.lastname@example.org, or use our Contact Form if you would like more information or would like to schedule your Complimentary First Meeting.