Our Approach


The BEGIN process

WK Financial walks you through 5 steps in the BEGIN process to reach your financial goals.

Step 1: Discover and Analyze

We will discuss your goals and objectives, both short and long term. We will discuss contingency planning, wealth creation and preservation, take a look at your current situation and discuss how we are going to help you.

Step 2: Build Your Financial Blue Print

We will identify gaps and provide direction to creating a better plan for you and your family.

Step 3: Begin with Your Formalized Plan

We will create a detailed estate and retirement plan. This will also include asset and product allocation and a risk analysis.

Step 4: Put Your Blue Plan into Action

We will implement specific recommendations and actions with a detailed timeline.

Step 5: Monitor and Review

Our team will provide you with regular reporting, service and management.