The BEGIN process
WK Financial walks you through 5 steps in the BEGIN process to reach your
Step 1: Discover and Analyze
We will discuss your goals and objectives, both short and long term. We will
discuss contingency planning, wealth creation and preservation, take a look
at your current situation and discuss how we are going to help you.
Step 2: Build Your Financial Blue Print
We will identify gaps and provide direction to creating a better plan for you
and your family.
Step 3: Begin with Your Formalized Plan
We will create a detailed estate and retirement plan. This will also include
asset and product allocation and a risk analysis.
Step 4: Put Your Blue Plan into Action
We will implement specific recommendations and actions with a detailed
Step 5: Monitor and Review
Our team will provide you with regular reporting, service and management.
We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way.
At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.
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