The BEGIN process
WK Financial walks you through 5 steps in the BEGIN process to reach your financial goals.
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 timeline.
Step 5: Monitor and Review
Our team will provide you with regular reporting, service and management.