- Think through what they really want in life
- Learn how to use their money to achieve their life goals
- Stay on course through consistent coaching from their CWM wealth manager
You answer questions about your current financial picture and what you would like your future financial picture to look like.
A customized roadmap to get from here to there.
An initial check-up to answer any lingering questions you may have about what we just did.
CWM’s goal is to “touch” our client 20 times a year with reminders of what your goals are. Like a personal trainer for your money, this will help you stay on track.