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