Define Your Goals
Develop a Plan | Stay on Track
In following a straightforward process, the individuals and families we partner with appreciate having their options laid out for them along with clear next steps for their wealth. Before we begin the comprehensive financial planning process, we always like to have an initial call to see if we can meet your needs.
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.