The process we employ at KDP Wealth provides a structure in which your advisory team can deliver comprehensive and targeted strategies to pursue your financial goals. Our team recognizes the significance in devoting ample time to understand your current environment, financial history, and values, to inform the plan we create to move you toward your objectives.

In our initial consultation with prospective clients, we share who we are and how we provide service. We review our "Path to Wealth" process and discuss how it may align with your financial situation. We understand the importance of ensuring a good fit between you and your chosen advisor.

In the Discovery Meeting, we examine your financial picture in detail. Before we begin our collaboration, we must understand your financial condition and the results you are working for. The success of this meeting relies on a thorough discussion of financial resources, obligations, relationships, and goals.

Next, we discuss investment strategy. We present our findings about how your current financial status aligns with your objectives and outline the strategic direction we recommend. We will share our investment philosophy, explain our tax-centric approach to portfolio design, and outline a master financial strategy to pursue your objectives.

The next meeting is an orientation and onboarding call to acquaint you with your online portal, which provides access to your accounts and important documents. We will introduce you to other team members, explain their roles, and share information about other KDP services that are available to you.

The Advanced Planning meetings consist of detailed discussions of advanced financial topics that will enhance your strategy. We will address the topics that offer meaningful opportunities for you, based on your needs. Subjects include:

KDP Wealth is mindful that life is ever-changing, and reviews provide a check point to assess updates, goals, and measure progression. We will introduce new planning topics and strategies as they become relevant and keep you up to speed on current events impacting the markets. This is a time to review portfolio performance, assist you in maintaining a grounded mindset in prudent long-term investment strategies, and to review tax approaches for the year.