Process Steps

01

Discover

Using Kiker’s Wealth Management Process, we start by spending time getting to know you and understanding the goals and values that are most important to you. We also explore the obstacles you face in achieving your priorities. All of this information will form the foundation for future planning strategies.



02

Recommend

After educating you about the reality of your current situation and what it’s going to take to get you where you want to be, we provide a customized strategy designed to minimize risks and maximize opportunities for reaching your goals. At this time we discuss the academic research that supports the principles of investing to ensure you have a clear understanding of our investment philosophy and how we will manage your portfolio during each market cycle.



03

Implementation

Together we implement a suitable strategic plan to help you prepare for your retirement and optimize your cash flow. This will allow you to meet your current needs and to help you reach your future goals. Throughout our Wealth Management Process we strive to help you stay on track for where you want to be.



04

Review

Regular meetings will be scheduled to review your overall progress toward your long-term financial goals and answer any of your questions. We will review any major changes in your personal or financial situation and determine if these changes require adjustments to your plan.



05

Adjustments

When comparing current market conditions and trends against your goals and values, we periodically propose adjustments to your financial plan in order to keep you on your path towards financial freedom.



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