facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Start Here

We have a simple process that helps you and us determine if we are a good fit to work together.



What to Expect

Here’s what you can expect from us. In a nutshell: You can trust that we will be dedicated to helping you meet your investment needs by fostering an upfront and honest relationship with you. We’ll be here when you need us.

We will:

  • Treat you with respect, honesty and dignity

  • Put your interests first

  • Work to attain a complete and accurate understanding of your needs

  • Explain the implications of financial strategies as they apply to you

  • Provide updates to you by email, mail and phone

  • Regularly update your financial plan



Our Process

The following steps detail our process for working with new clients.

 

STEP 1: Fit Assessment

 

We begin with a complimentary call to discuss your current financial situation and goals for retirement. This call helps us determine if Keen Wealth Advisors is the firm best suited to meet your needs. If so, we will move to the next step of setting up an in-person (or video conference) meeting with one of our advisors.

 

STEP 2: Strategy Session

 

The next step of the process is for us to begin gaining an understanding of where you are on the path toward achieving your retirement goals. One of our advisors will schedule a time to discuss your specific goals and concerns, and gain insight into your unique financial situation. The advisor will follow a checklist of important information to help ensure no detail is overlooked. Through this meeting, we will seek to understand your:


  • Your personal income needs
  • Specific family needs (support for parents and children now and in the future)
  • Estate plan
  • Taxes
  • Health, life and long-term care needs
  • Debt levels
  • Investment and savings account balances

We use the insight gained in this meeting to begin creating your financial plan. Based on your specific needs, we will also work to identify strategies to improve your tax situation, reallocate investments, eliminate debt and pass assets to the next generation.

 

STEP 3: Plan Presentation

 

We will meet with you again to present our initial recommendations and answer any questions you may have, such as:


  • Do I have enough to retire, or will I run out of money later in life?
  • What will happen to my spouse and/or children if I die?
  • How do I avoid costly mistakes and maximize my resources going forward?

Above all else, we’ll help you begin to answer the question, “Am I going to be okay?”


At the end of this meeting, we will provide a summary of the items discussed and give you time to consider whether you would like to become a client. We want to work with clients who are excited to partner with us, so we will never pressure you as you make this important decision.

 

STEP 4: Implementation

 

Once you decide to become a client of Keen Wealth Advisors, we begin the process of opening your accounts and implementing your personalized financial plan. Your advisory team handles all paperwork and works alongside you to make the transition as seamless as possible. We will also provide you with access to a secure online portal. 

You are now part of the Keen Wealth Advisors family!

 

STEP 5: Ongoing Updates

 

It’s vital that your financial plan remains dynamic in order to keep up with changes in your personal life, financial situation and long-term goals. That is why we meet with you at least once a year to review and update your financial plan. During these review meetings, we discuss any necessary changes related to:


  • Tax planning and tax return analysis
  • Current and future income needs and expenses
  • Investment allocation and outlook
  • Potential Roth IRA conversion strategies
  • Estate and legacy planning
  • Social Security
  • Medicare

In addition to holding regular review meetings, your advisory team will proactively reach out to you should any regulatory changes impact your financial plan or personal financial situation. 



Are You Ready To Experience The Keen Wealth Advantage™?

SCHEDULE

FAQs

 

How do you charge for your services?

 

A: We charge an annual fee that is calculated as a percentage of your assets under management.

How is Keen Wealth Advisors different?

A: We believe we’re different because Keen Wealth Advisors was founded with a simple mission – to help clients achieve the retirement of their dreams. Everything we do is focused on achieving this mission. We call it the Keen Wealth Advantage TM.

How do I know if I’m a good fit?

A: We have a disciplined screening process for evaluating and accepting new clients into our practice, which begins with a complimentary call to discuss your current financial situation and goals for retirement. We call this our Fit Assessment.

We strongly believe in the importance of working with clients who share our values. Plus, our limited client capacity helps ensure we can dedicate the time and resources necessary to make a lasting impact on every client’s life.

  • We work with clients on their long-term retirement assets. We are not interested in client-directed, speculative trading of stocks or commodities. We do not include these types of assets in the planning process.
  • We operate with an understanding of mutual trust and respect and will excuse ourselves from any relationship that violates this trust.
  • We seek to work with clients who maintain timely, open communication with our firm. Because our success as advisors hinges on getting to know the details of our clients’ lives, we can only work with clients who promptly reply to our phone calls, emails and document requests.  

How often will I hear from you?

A: You will hear from us at a frequency that meets your needs. At least annually, we will hold a review meeting to go over your financial plan, discuss any changes in your personal or financial situation, and revisit your portfolio. We will proactively reach out to you throughout the year as changes arise that may impact your financial situation. We also provide regular communication through emails, podcasts, webinars and client events that you may choose to participate in as often as you’d like.

How do you choose investments that meet my needs?

A: We'll work to implement an investment portfolio specifically designed to help fund your retirement goals over the long term. While short-term market fluctuations can be both scary and exciting, we counsel clients to take a long-term perspective and remove emotion from the equation.

Our experienced, credentialed professionals will create a portfolio that provides diversification, growth potential and an appropriate level of risk. We understand that investments play an important role in your retirement, yet they are just one piece of a much larger puzzle. The investment decisions that we make are driven by your specific needs and risk tolerance.