Our Approach

Our Process

At CD Wealth Management, we take you on a comprehensive onboarding journey to understand your financial health.

Our Process

Clients We Serve

Services for Individuals and Families
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Individuals and Families

Providing you a balanced, strategic plan for your portfolio.

Women and 
Financial Wealth
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Women and 
Financial Wealth

Simplifying the complexities of the financial maze.

Business Owners and Executives in Transition
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Owners and Executives in Transition

Changing jobs or selling your business? We’ll help you navigate the maze.

Your Onboarding Journey

Qualifying Interview Process

We’ll set up an initial interview to meet each other. We’ll discuss what we do, and we’ll discuss your needs. Then we’ll talk about our fees, and mutually agree on the terms for our relationship.

eMoney onboarding Session

In this session, you’ll bring your online IDs and passwords for all of your bank accounts, credit cards, investment accounts, retirement accounts, mortgage, loans, other assets. We’ll get you set up on our excellent eMoney tool.

We’ll ask you to sign a Financial Planning Agreement, Write a Check/ Payment Form, and Manual Asset Authorization Form.

At your eMoney onboarding meeting, we’ll provide you with a document checklist of the statements and financial documents you’ll bring to your Stage 3 meeting.

Fact Finding Session

We’ll work with you to complete our client workbook. This will give us a comprehensive look at your financial history and help us in goal setting.

You’ll bring all of your supporting documents to this meeting. They’ll be uploaded to our Epic management system and your eMoney Vault.

Planning Session

At your planning session, we’ll return your original supporting documents in a CDWM binder. We’ll begin mapping your financial goals and establish key performance indicators for measuring success. We’ll also go over your eMoney cash flow and financial profile.

Action Planning Session

We’ll review your action plan and answer any questions you may have about getting started.

Implementation Session

This meeting is dedicated to reviewing everything that has been implemented in your action plan and discuss any changes that need to be made.

Ongoing Review Session

How are we doing? This session will allow us to review your plan performance and help us make sure we’re on track to meet your goals.

Full Transparency

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Services and Specialties

Our services and specialties are tailored to help you reach your financial goals

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Our Fees

Full transparency regarding the costs tailored to your salary, gender, and lifespan (aka your real life). We’ve got your back!

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What’s right for you?

See which of our services are best for you and your financial goals with our online personalized guide

Personalized Services Guide