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Our Process

Guided Planning

A Strategic Financial Planning Process Built Around Your Goals

At Monon Wealth Management, we approach every client’s needs through a classically designed financial planning process and timeline. We begin with getting to know you, your family and your values and desires. Relationship building is important in setting the foundational tone and making sure we are a good fit for your individual needs.

Since 2014

Guiding Client Wealth

Monon Wealth Guided Planning

Our Strategic Financial Planning Process

1. 

Discovery Meeting

A Discovery Meeting allows us to get to know you, your current situation and your personal goals. This meeting also allows you to get to know us and how we work. There will be no signing of papers or commitments made at this stage. It is simply about getting to know one another. And if we don’t think we are a good fit, we won’t waste your time, and we will let you know.

2. 

Interview Plan Review

Our next meeting will focus on our analysis of your current situation and our team will offer recommendations for bridging any gaps that may prevent you from achieving your goals. Ultimately, this meeting forms the foundation for our working relationship.

3. 

Mutual Commitment Meeting

In this next stage, we mutually commit to a collaborative approach focused on achieving what is important to you and your family. We then create the documents that will put your investment plan into action.

4. 

45-Day Meeting

The 45-Day Meeting helps to organize the details, answer any questions, and ultimately give you a clear picture of what is happening with your investments.

5. 

Progress Meeting

We will continue to meet at scheduled times that are convenient for you. During these Progress Meetings we will review any major changes in your personal or financial situation, and discuss any related adjustments to your investment plan. We will also discuss advanced planning recommendations upon reviewing your progress and long-term goals.

We Prosper When You Do

Everything we do on your behalf is built upon the Monon Wealth Management Formula. At first glance, it seems simple, but it becomes remarkably powerful when applied consistently.
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Get in Touch

Start the Conversation

At Monon Wealth Management, every client relationship begins with a conversation. Whether you have questions about your financial strategy or are looking for a trusted advisor, our team is here to help guide your next steps.

Call Our Team

(317) 993-3999
Speak directly with our team to schedule a consultation or ask questions about our services.

Send a Message

info@mononwealth.com
Reach out online and a member of our team will respond to learn more about your financial needs.

Consent

Ready to take the first step?

Schedule a call with a member of our team
Hutchens & Kramer Investment Management Group, LLC (“Monon Wealth Management”) is a Registered Investment Advisor (“RIA”), located in the State of Indiana. Monon Wealth Management provides investment advisory and related services for clients nationally. Monon Wealth Management will maintain all applicable registration and licenses as required by the various states in which Monon Wealth Management conducts business, as applicable.
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