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Approach

How We Do It

For over three decades, we have proudly served successful professionals and their families within the mobility technology industry. If there’s one thing we’ve learned, it’s that nearly all financial concerns are centered around four important questions:

  • How do I grow it?
  • How do I preserve it?
  • How do I spend it?
  • How do I give it away?

To address these concerns, we created the Evolutionary Wealth ProcessTM . This multi-step financial planning program will assist you in simplifying your finances, achieving your most important goals and leading a more fulfilling life.

To help you better understand the Evolutionary Wealth Process we’ve broken down the process into its three main phases.

1. Goal & Investment Planning

Discovery Meeting

All enduring structures start with a strong foundation. We take that same approach with your finances. During the discovery meeting, you and your advisor will review your financial situation and take inventory of assets, location and documents. Together we will discuss your values, goals, aspiration, needs, and concerns. The information you provide will help us come up with the best path for you to take to lead a more fulfilling life. Schedule your Discovery Meeting here.

Pre-Discovery Intake Form

Discovery Document Checklist

Clarity Meeting

In this meeting, you will learn where you are financially in relation to where you’d like to be. Your advisor will give you options to help you achieve your goals. You will also learn more about the resources and value we can offer you. By the time you leave this meeting you will have a clear understanding of what working with us will be like.

2. Engagement

Mutual Commitment Meeting

This meeting marks the start of our professional relationship. We will review the notes from our prior meetings, and answer any questions you may have. Once we finalize the paperwork, you will meet our entire team. Even though you have a personal advisor, you have our entire team working to help you achieve your most important goals. Before you leave, we will also share with you our communication and financial resources at your disposal.

3. Advanced Planning

Development Meeting

We will introduce and discuss your Personalized Advanced Plan. Your advisor will walk you through our specific recommendations on how you can meet your financial target.

Your plan will be organized much like a punch list. Topics will fall under one of six main categories:

Financial Planning
Investment Planning
Retirement Planning
Life Style Protection
Wealth Transfers
Tax Planning*

Under each category will potentially be a number of very specific action items. As these items are addressed or resolved over time, your plan is moving toward completion. You are closer to reaching your goals!

Completion Meeting

In this meeting we will review your Personal Advanced Plan and prioritize it, identifying the items yielding the greatest impact on your situation. From there we will create your own personalized road map to help you get there. This road map will lay out types of review and planning sessions we will have as well as their frequency. This approach helps ensure that we are on the same page and that nothing falls through the cracks.

Maintain Discipline Meeting

Life’s goals and best laid plans change over time. The Maintain Discipline Meeting represents the regularly scheduled review and planning sessions that come after the Completion Meeting. As the name implies, the purpose of these meetings is to maintain discipline, track your progress, adjust when necessary, and advance your plan.


The Wealth Management Network

Because we want the best for you, we have brought together local and national professionals to form a wealth management network. You will have access to these outside resources in addition to those at Kaydan Wealth Management and our affiliate, Raymond James Financial Services, Inc. With the help of these resources, we are able to find the right solutions to your unique challenges.

Why do we go to such great lengths?

Simply put, we know that a thoroughly researched and well-vetted problem leads to better solutions.