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Our Process

Discovery

Our client relationships start with us learning about your financial situation as well as your goals and the timeframe in which you’d like to achieve them. And we let you know exactly what to expect from us, including:

  • What we do
  • How we’re paid
  • Our responsibilities

Design

We analyze your financial status and carefully evaluate solutions and strategies to help you achieve your goals. Then we meet with you to:

  • Explain our recommendations
  • Listen to your feedback

Implementation

Our recommendations are put in place once you’ve signed off on them. Depending on the specific recommendation, implementation will be either:

  • Handled by White Knight Strategic Wealth Advisors, LLC or
  • Handled by third-party experts such as attorneys and CPAs

Maintenance

Over time we continually monitor—and review with you—progress toward your goals. We recommend adjustments as necessitated by factors such as:

  • Significant changes in your personal situation
  • Significant changes in market conditions
  • Significant changes in economic conditions