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.