Our Process
Curious about what working with KDM Investment Management might mean for you? Here's an overview of the typical onboarding process and continued client relationship. If you are interested in learning more, don't hesitate to reach out.

Getting Started...

Choosing a financial advisor can feel overwhelming. That's why we have developed a comprehensive onboarding process to help you feel confident that KDM Investment Management is the right fit for you.


Initial Client Meeting

During our initial meeting, we work to understand your high-level goals and objectives, as well as explain KDM's investment philosophy. The goal of this meeting is to help you decide if KDM is a good fit for you.

Gather Data

Before we can create our initial investment proposal, we need to know more about your specific financial situation. This means getting specific about your goals and commitments, as well as gathering data about your current assets.



Develop Investment Proposal

Using this data, we develop an investment proposal tailored to your needs. This proposal includes asset allocations matched to your risk tolerance, as well as savings plans to help keep you on track.

Investment Proposal Review

Once the initial draft of the proposal is complete, we meet with you again to discuss the details, give a frame of reference for expected portfolio performance, and answer any lingering questions you may have. We will create as many drafts as we need, until you are completely comfortable and confident with your plan.



Implement Investment Proposal

After agreeing on the proposal, we handle the implementation. Our team does all the paperwork and gathers all the forms, so all that's required from you is a signature. The onboarding process is now complete, but we will continue to monitor your portfolio and communicate regularly about the health of your investments and to address any future concerns.

Continued Partnership

Our work is just getting started after the onboarding process is complete. You then get access to the client portal, which allows you to easily stay up-to-date on how your personal plan is being executed, as well as the progress on your specific milestones and objectives. Our continued partnership will include regular communication and meetings that work with your schedule. We are always just a phone call or email away to help answer any questions or concerns.