The CWS Process

Every financial situation is unique, which is why it is vitally important to find out as much as possible about you and your objectives. The more we know, the more precise the recommendations and ultimately, the better the results.

We will work with you to identify and prioritize your objectives. We will take the time to understand your hopes and dreams and get to know the people in your life that matter most to you.

Using our consultative process, we will develop a detailed strategy to help you achieve your goals. Based on our conversations and analysis, we can illustrate the steps that it will take to help you achieve your financial goals.

Once we have a full understanding of your situation, goals and objectives, we will utilize our research and planning resources to present action items that will help you achieve your goals.

Once we agree on a plan¹, we will implement your strategy and work closely with you and your other advisors to ensure its success.

Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy change. We will work with you over the years to help keep your program on track with your changing needs.