Our Process

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The first step of any journey, relationship, or achievement is to listen.  What are your goals?  What do you want to accomplish? Who are the passengers on your road of life? How do you feel about work, fun, and investments?  A good therapist does not give you ten questions and a numerical score to guide you...neither do we.  We turn off the timer and listen to your needs and concerns until YOU feel that we know you, and your loved ones, well enough to perform step 2.

Once we fully understand where you want to go, the planning begins.  We make a roadmap/financial plan that accurately, but flexibly, details how we  will work together to help you achieve your financial goals.  It is all-inclusive, accommodating of your changing needs, and details the action steps that we will take in Step 3.

Have you ever had a great idea?  Of course, we all have!  However, ideas and plans are often never realized because we lack the time, knowledge, or expertise to implement them.  At MWM, we get the job done.  You can rest easily knowing that experienced professionals are implementing your financial plan with the utmost care, experience, and attention to detail.  We utilize the products, vendors, technology and personnel to put the wheels in motion for your journey.

Perfection is our goal at McBride Wealth Management. We review your plan and your portfolio on a regular basis, ensuring that our relationship with our clients is as current and as deep as possible.  This means that while we update you on your plan's success, we ask that you share with us any changes in goals, finances, and recent life events as they happen.  This enables us to utilize the flexibility of our plan and the implementation of our investment strategies to help you achieve your goals.  Annual reviews are required at a minimum.