Our Process

How We Work

Kiker Wealth Management’s planning process is designed to lead you down the path towards wise financial decisions. Our client-centric process addresses both your short- and long-term goals.

We start with a meeting to get to know you and to gain an understanding of your current situation, your risk tolerance, and what you hope to achieve in your retirement.

Then we analyze your needs so that we can recommend specific solutions and develop a strategy that puts you on the path toward your goals.

Because life is not static, your financial plan must also be adjusted as changes come your way. Throughout our journey together, we will keep you apprised of opportunities that accompany market upswings and recommend alternate strategies to address downside risks.

We place a priority on educating you about the reality of your individual situation and what must be done in order to help secure your financial future. That may mean telling you what you need to hear, not just what you want to hear.

During the educational and analytical phases of the planning process, Kiker Wealth Management utilizes clearPATH, a retirement planning software that will assist in realistically addressing your goals and needs. To learn more about clearPATH, watch the video below!