Thank you for your interest in Magnuson Wealth Management. Please review What We Do to learn how our process can help you towards achievement of your financial objectives. In order to continue to provide excellent service to existing clients, Magnuson Wealth Management selectively limits the number of new clients it retains each year. We want to make sure our service model is a good fit for you so we can help meet your initial and on-going expectations.
After learning more about Magnuson Wealth Management, you may choose to request a consultation. Please call or email our firm to schedule a meeting. We ask that you take 10-15 minutes to complete a brief questionnaire in advance of our first meeting.
If we decide to work together, we will ask that you begin gathering specific data after our discovery meeting to help us build your Comprehensive Wealth Plan. Below are documents that will help you gather the necessary data:
Upon receiving your response to Question #1, we'll email you Question #2, again get your response, and then email you Question #3.
Your next meeting with the MWM will be a detailed "Discovery" meeting, where we will get a better understanding of your financial goals and objectives. We will ask you questions about values, attitudes, and priorities. Later, we will review your assets, liabilities, insurance, cash flow needs, risk tolerance and estate planning objectives.
These are the first important steps you will need to take to begin the process that leads you to financial security and a sense of well being.
Below is a copy of the fixed-fee financial planning contract that we use: