Selecting a financial advisor can feel overwhelming. To ensure you feel confident that KDM Wealth Management is the right fit, we have developed a comprehensive onboarding process designed to guide you every step of the way.
During our initial meeting, we take the time to understand your high-level goals and objectives while providing an overview of KDM’s investment philosophy. The purpose of this meeting is to help you determine whether KDM is the right fit for you.
To create a tailored investment proposal, we begin by gaining a thorough understanding of your unique financial situation. This includes a detailed review of your goals, commitments, and current assets to ensure our recommendations align appropriately with your objectives.
Using this information, we develop a customized investment proposal designed to meet your specific needs. The proposal will outline asset allocations aligned with your risk tolerance and include savings strategies to help ensure you stay on track toward your financial goals.
Once the initial draft of your proposal is complete, we meet with you to review the details, provide context for expected portfolio performance, and address any questions you may have. We will refine the proposal as needed, ensuring you feel fully confident and comfortable with your personalized plan.
Once the proposal is finalized, we manage the implementation process on your behalf. Our team handles all necessary paperwork and documentation, requiring only your signature. The onboarding process is now complete, but our work does not stop there. We will continue to monitor your portfolio and maintain regular communication to keep you informed about the health of your investments and address any questions or concerns.
Our work continues well beyond the onboarding process. You will gain access to our client portal, providing a convenient way to stay informed about the execution of your personalized plan and track progress toward your specific milestones and objectives. Our ongoing partnership includes regular communication and meetings that work with your schedule. We are always just a phone call or email away to address questions, provide account support, or assist with any other needs that may arise.