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Comprehensive Financial Planning

How It Works

Define Your Goals

Develop a Plan | Stay on Track

Our plans are built to protect assets, minimize taxes, and the efficient transfer to the next generation. We start with evaluating your current situation and developing your plan based on your personal goals. The next step is implementing your custom strategy. And then setting up our review schedule based on your needs. Before we start the comprehensive financial planning process, we always like to have an initial call to see if we can meet your needs.

Free Retirement Assessment

Phase 1:


Our first stages working together will be focused on understanding your main goals and reviewing your current financial portrait. We’ll look at all investment positions and will conduct a benefits review. After reviewing, we’ll discuss the recommendations we have to move you closer to your objectives.

Phase 2:


During this phase, we’ll work together to establish the right tactics to reach your goals. You’ll be prepared with the steps to take on your end, and we’ll take care of opening the right financial accounts and implementing your  investments strategy.

Phase 3:

Ongoing Guidance

After we’ve started implementing your custom strategy, we will setup 30, 60, 90 day check-ins to mark progress towards your goals. We’ll check-in to see how your financial plan is going and will reach out between our meetings to help keep you on track towards each of your goals.

Building a Relationship To Increase Your Peace of Mind

As your financial confidant, 9M Investments is dedicated to doing all we can to ease financial stress. It all begins by getting to know your life’s goals and creating a clear plan for your financial future.

Curious About Getting Started?

Retirement Assessment

Discover More About Our Financial Planning

Explore Our Fee Structure