Slide Our Financial Planning Process From The First Discovery Meeting To The Ongoing Progress Meetings The Step By Step Introduction Below will
Give You The Roadmap for how we will
personalize your financial plan.

 

At Monon Wealth Management, we approach every client’s needs through a classically designed financial planning process and timeline. We begin with getting to know you, your family and your values and desires. Relationship building is important in setting the foundational tone and making sure we are a good fit for your individual needs.
Discovery Meeting
Investment Plan Review
Mutual Commitment Meeting
45 - Day Meeting
Progress Meeting

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Schedule Your Discovery Meeting

This Stress Test will help to uncover where you are financially strong and where you may need some reinforcement. Even if you decide to not work with us, this test will help you get a clearer picture of how your wealth management plan is currently working for you and give you insights for improvement.