The CWM Process

Our process helps us determine where you are now, where you want to be and any gaps or obstacles that stand in the way. This gives us a clear picture of you so that we can guide you in achieving your most important goals.

Click on the meeting to watch a short video.

Click on the meeting to watch a short video.

Click on the meeting to watch a short video.

Click on the meeting to watch a short video.

Click on the meeting to watch a short video.

Watch the videos below for a detailed explanation of each step

Discovery Meeting

Investment Plan Meeting

Mutual Commitment Meeting

45-Day Follow Up Meeting

Regular Progress Meeting