Behind the Scenes at CWM: Preparing for You!

At CWM, providing exceptional service drives everything we do, and we have worked hard to create a purposeful client experience focused on responsiveness from our team of advisors who are completely invested in your success.

An important element of our client counsel is a dedicated approach to connecting annually – and sometimes more frequently – to reassess your goals, strategies and progress during a Plan Update meeting. This meeting is designed to provide an opportunity to connect and explore the performance of your financial plan, offering an in-depth analysis of how far we’ve come and what’s next on the horizon. During this meeting we review and level set your financial and lifestyle goals in order to keep your financial plan up to date and answer any questions you might have about our tailored recommendations. But what does it take for your CWM team to be prepared to meet with you?

Your meeting is just the tip of the iceberg

We believe that every meeting with you should be time well spent – meaningful, productive, and focused entirely on your goals. What you may not see is the amount of preparation that happens behind the scenes before we sit down together. We typically request a two-week lead time between scheduling and hosting your meeting – this is because at least 5 team members touch some aspect of gathering data and updating information with regards to your specific financial plan and accounts. On average, the team spends [INSERT HOURS HERE] hours getting ready just for you!

Our team invests significant time and labor into:

• Reviewing your financial plan and recent updates
• Analyzing current market trends and economic conditions
• Preparing tailored recommendations and resources for your unique situation

This preparation ensures that when we meet, we're ready to have a focused, thoughtful discussion that moves your closer to your goals.

We share this with you not just to highlight the work being done, but to emphasize how much we value your time — and why we ask for at least 72 hours’ notice if a meeting needs to be rescheduled or cancelled. Every appointment represents hours of careful review and coordination dedicated solely to you and late cancellations limit our ability to support others who may be waiting for time with us.

We truly appreciate your partnership, and we look forward to continuing to help you make confident, well-informed financial decisions. If you have any questions please contact us by calling (425) 778-6160.