What to Expect

Introductory Visit                          

• Meet your advisor
• Discuss expectations
• What Ke Wealth offers
• Fees and expenses
• Client review process

Financial Planning Process

• Discovery
  • Current financial position
  • Expectations
  • Concerns
  • Retirement goals (essential and lifestyle expenses)
  • Risk analysis
• Review
  • Probability of success
  • Identify shortfalls
  • Modify assumptions where needed
  • Finalize plan

Implement Plan

• Establish investment accounts
• Apply savings plan
• Allocate/rebalance investments as needed
• Address insurance coverages

Ongoing Advice and Support

• Semiannual client review meetings
• Additional client review as needed
• Access to client account portal
• Monthly statements
• Quarterly portfolio summaries