Formulate your plan

Deliberate Process To Define Your Success

Achieving financial security can be simple or complex, depending on each individual’s needs and goals. When you choose to work with Kineke Gibson Wealth Management, you have experienced professionals on your side whose careful planning approach considers all aspects of your financial situation to help you visualize and define your ideal future.

DISCOVERY MEETING

We develop an understanding of you and your family to help align your personal and financial goals.

INVESTMENT & PLANNING MEETING

We confirm our understanding of your goals, aspirations, and priorities, and visualize them through our advanced planning software.

MUTUAL COMMITMENT

INITIAL COORDINATION

We assemble internal and external partners and organize lines of communication on your behalf.

UPDATE & MONITOR

Together we monitor your progress towards your goals and proactively uncover opportunities to optimize your financial plan as your surrounding environment changes.

THE 4 WAYS WE PARTNER WITH YOU

RETIREMENT

Kineke Gibson Wealth Management believes retirement should be enjoyed. We seek to alleviate financial stressors in retirement through carefully constructed plans to manage investments, cash
flow, debt, and estate planning.

LEGACY PLANNING

We seek to understand how your wealth was accumulated and what it represents to you. Our goal is to pass along that structure, legacy, and understanding to our clients’ children in a succinct and thoughtful process.

COORDINATION & COLLABORATION

We work alongside our wealth and estate planning team, as well as your tax and legal professionals, to help you develop a full financial picture. The planning process is an ongoing partnership, characterized by reviewing and discussing your progress, exploring new ideas, and adjusting the plan when needed.

WEALTH ACCUMULATION

Wealth accumulation serves as the foundation of many of our clients’ goals. We establish a plan of action by first identifying your near- and long-term goals; then, we assess your needs and gauge your tolerance for risk to create a personalized approach to investing with purpose.