The CWM Process

A financial plan is great, but worthless if not implemented

The CWM process helps clients:

  • 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
The Discovery Meeting – the client answers questions about your current financial picture and what you would like your future financial picture to look like

You answer questions about your current financial picture and what you would like your future financial picture to look like.

The Financial Planning Meeting

A customized roadmap to get from here to there.

45-Day Follow Up Meeting

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.