Prospective Clients

Thank you for your interest in Magnuson Wealth Management.
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 or “get acquainted meeting”.   Please call or email our firm to schedule a meeting. We will ask that you take 10-15 minutes to complete a brief questionnaire in advance of our first meeting.

Your second  meeting with us will be a detailed "Discovery" meeting where we will seek a better understanding of your financial goals and objectives- what is truly important to you.  We’ll 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.