Our Process
Our Professional Designed Process
We stand by your side, helping to ensure that we are in this financial journey together, supporting you every step of the way—no matter what life stage you are in or your personal circumstances.
Meet and Define the Project Scope
This initial stage serves as the introductory phase is where qualitative data is gathered by the professional regarding the client's health, life expectancy, and family situation. This information kick-starts the process of pinpointing and assessing the client's individual requirements, desires, objectives, and anticipations. Subsequently, both the advisor and the client collaborate to define the extent of the financial plan.
Gather Information on Goals and Values
The subsequent phase delves into the finer details of the process. The advisor delves into quantitative data, such as income and expenditures, enabling them to start crunching numbers. During this stage, the advisor and the client engage in discussions about the client's values and attitudes towards planning. Together, they determine and rank goals based on current financial information.
Analyze and Understand Current Life Stage
In this stage, the advisor utilizes Step 2 data to evaluate the client's status across investments, insurance, risk management, benefits, retirement, and estate planning. Assessing their progress towards goals is vital. If off track, the advisor explores alternative strategies.
Continue to Monitor & Review
The concluding stage may extend over several years or even decades. Here, the advisor assumes the responsibility of regularly monitoring the client's plan, ensuring its success and implementing any required adjustments. If the advisor functions as a fiduciary, they are obligated to prioritize the client's best interests throughout the engagement. They continuously consider the impact of new information or life changes during this period.
Our Approach
Our commitment to integrity and customized team service, supported by a proven culture of success, enables us to establish trust and cultivate lifelong, genuine friendships.
About Us
Kirven Wealth Strategies is an independent financial planning firm that provides clients with tailored strategies built on an educational approach.
Contact Us
Get in touch today to discover how our collaborative and relationship-focused approach can enhance your confidence in managing your finances.