8901 E Pima Center Parkway
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.
Develop Investment Strategy
Investment Strategy Meeting
Mutual Commitment Meeting
45 Day Check-Up
Develop Wealth Management Plan
Ongoing Management & Monitoring
Note: Each client's situation is unique. At times, this process may be modified to better suit the needs of an individual or household.