Step 1: Initial Phone Meeting
The purpose of our brief 15-minute phone call will be to better understand your situation and determine if Munn Wealth is indeed a potential fit for your needs.
Step 2: Discovery Meeting
This meeting is an opportunity for you to learn more about Munn Wealth Management, and for us to learn about you, your desired outcomes, and what gives your life significance. We request that you bring any financial statements or documents that may be relevant to our conversation.
Step 3: Our Analysis
After our meeting we will create a custom proposal that details the ways our team can serve you, including costs, logistics, etc. We will identify planning needs related to your retirement, taxes, investments, and cash flow that you may or may not have been aware of.
Step 4: Proposal Meeting
Our primary goal for this meeting is that you walk away with a better understanding of your financial circumstances than you had coming in. Additionally, you should have a thorough understanding of how we can serve you and what an advisory relationship with Munn Wealth would mean for you.
Step 5: Engagement Meeting
Upon determining that we are a mutual fit, this meeting will commence the planning process detailed in your proposal, including necessary account paperwork and our services agreement. It will be only one of many interactions where our team is actively working to move you closer to your desired outcomes.
Munn Wealth President, David Munn addresses a common issue for our clients. "Four ways to simplify your financial life"
For many people finances are simply overwhelming. If not bothered by bills and debt, they are consumed with tracking investments and managing taxes. Consequently, they are uncertain of their financial future, live with near-constant anxiety, and are reluctant to make important decisions.