Our Process
The SWM Planning Process
Find out what sets SWM apart from other financial management firm.
“Everything must be taken into account. If the fact will not fit the theory, let the theory go…” —Agatha Christie
A disciplined process is the key to building an effective plan for your financial future. SWM follows a time-tested process that is realistic in its approach and squarely focused on helping you achieve your goals.
1
Know Where You Stand Today
Bring all of your finances together in one place to get a clear view of your financial picture.
2
Define & Prioritize Your Goals
Define what you want to accomplish and why. Then prioritize based on what’s important to you.
3
Develop Potential Solutions & Alternatives
Collaborate in real-time on planning solutions. Then commit to a strategy moving forward.
4
Implement Planning Recommendations
Identify the most appropriate financial products based on your plan and partner with other professionals as needed.
5
Monitor & Adjust Your Plan Over Time
Regularly Scheduled meetings and your personalized Financial Management Website keeps you on track.
