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Our Process

The KDI Intentional Wealth Process

The KDI Intentional Wealth Process is a disciplined practice that promotes financial clarity. As part of the process, you collaborate with our team to articulate your goals and plan for your financial needs. When your goals and needs are established, we then make specific recommendations, implement those recommendations, and meet periodically to review and make changes to your financial plan and investments. We remain flexible as life, markets and plans inevitably change.

Initial | 1 Day

Ongoing | 90 Days+

Discovery Meeting

  • Identify your goals, values, dreams, concerns/challenges

Develop Investment Strategy

  • Determine risk tolerance
  • Analyze current investment portfolio
  • Develop assets allocations strategy
  • Portfolio construction

Investment Strategy Meeting

  • In-person meeting to present recommended investment strategies

Mutual Commitment Meeting

  • Open new accounts
  • Transfer existing assets
  • Conduct trades to execute agreed-upon Investment Strategies

45 Day Check-Up

  • First Statements
  • Organization of paperwork
  • Set up online account access and review online resources

Develop Wealth Management Plan

  • Comprehensive Financial Planning
  • Retirement Planning
  • Credit and Lending
  • Education Planning
  • Charitable Giving
  • Succession Planning

Ongoing Management & Monitoring

  • Develop schedule for review meetings
  • Monitoring of asset management
  • Changes as needed

Note: Each client's situation is unique.  At times, this process may be modified to better suit the needs of an individual or household.

Schedule a complimentary initial call today!  877-474-4350

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