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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