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Our Process

Kipp Wealth Management advises individuals, families and businesses on ways to grow their wealth and achieve their financial goals. Through our five-step process, we will explore the options currently available to you and build a custom wealth plan designed for your unique situation.

Step 1: Identify

Discover your needs in life and identify future goals. Explore and discuss uncommon financial strategies that fit your unique situation.

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Step 2: Design

From our findings, my wealth design team and I will craft a customized wealth plan for you and your family entitled, Your Personal Wealth Report; outlining areas for improvements and tax diversification.

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Step 3: Develop

After the detailed presentation, there may be an area where more time will need to be spent based upon your level of understanding. This step assures your certainty and confidence with the custom wealth plan and allows for any adjustments to be made - if necessary.

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Step 4: Implement

Once your confirmation and signature is in place, your plan gets sent to our back office for a thorough review. All medical exams, insurance contracts, redirecting activities, and other necessary steps are completed to set your wealth plan into action.

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Step 5: Review

On your anniversary date (date policy became effective), we will schedule an annual review to go over your plan; making sure you are on pace with the goals we established in prior discussions. This meeting is also meant to assess your current situation to see if anything has changed. 

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