Relationships

1. Discovery Meeting

We will determine together if Keena Wealth is the right fit. If we’re not, we may recommend another financial professional. After all, we strive to help everyone who comes through our doors, whether or not they become a client.

2. Investment Plan Meeting

After reviewing your current situation, we will develop and present an investment strategy aimed at helping you achieve what you want most in life.

3. Mutual Commitment Meeting

After you have had the chance to review our investment plan recommendations and formulate any questions, we will walk through all questions and answer them one-by-one until you fully understand and feel comfortable with your plan. Then we will begin the process of transferring assets over to Keena Wealth for full implementation and management.

4. 45-Day Follow Up Meeting

During this first follow up meeting, we will make sure the assets have transferred in good order and review any questions or issues that need our attention. Also, it’s time to celebrate you as a new client of our firm! Cake and cookies on us.

5. Regular Progress Meetings

As we implement the advanced plan, we will meet periodically to review progress and make any necessary adjustments.

PROFESSIONAL NETWORK

In addition to building a trusted relationship with you, we’ve also built a vetted network of trusted professionals, including lawyers, accountants, and other experts. Joining forces with them allows us to:

The best part is, there’s no charge for you. And no kickbacks for network members. We’re all in it for the same reason: to help people the way they deserve to be helped.