Skip to main content

The McKenna Method

of Managing Wealth

We are financial planners for a select group of successful professionals at or near retirement, who desire financial security and independence. To attain that lifestyle for our clients, we have developed and refined a process over the past 50 years called the McKenna Method.

The McKenna Method is a seven-step process designed so that all aspects of one’s financial life are fully integrated into a comprehensive and personalized financial plan. This process is very important because it ensures all the pieces of the financial puzzle are put together. Once the pieces are in place, our clients can comfortably focus on what matters most to them.

The McKenna Financial team

Explore the Process

Get to Know Each Other & Determine if There is a Mutual Fit

The first step of the financial planning process is to get to know each other and determine if there is a mutual fit. During the first meeting we will discuss:

  • Our Practice and Approach
  • The Planning Process
  • Our Value-Added Services
  • Your Expectations
  • Your Financial & Lifestyle Goals
  • What’s Important to You?
  • Where We Go from Here

Discuss Personal, Financial, and Lifestyle Goals

The first step toward achieving your financial goals is clearly defining them. At McKenna Financial, we’ll do a deep-dive into your goals and priorities, both financial and personal. Once the goals have been clearly defined, we can then begin working on what needs to be done to accomplish those goals.

Gather Necessary Information and Analyze Current Situation

Next, we’ll analyze your current financial situation, investments, and financial strategies to determine whether you’ll be able to reach your goals. What are the strengths and weaknesses of your current strategy? What’s working for you and what isn’t? Equipped with this information, we can move on to the next stage; creating a personalized strategy designed around your goals and means for achieving them.

Develop the Financial Planning Recommendation

Having established financial goals, personal investment comfort level, and realistic expectations for the duration of and return on your investment, we create financial plans for getting you where you want to be. We develop customized portfolios based on your unique situation.

Present the Financial Planning Recommendation

Before implementation takes effect, we meet to present your financial plan, explain our approach to pursuing your goals, and answer any questions you may have. When you’re comfortable moving forward, it’s time to put your plan into effect.

Implement the Financial Planning Recommendation

Following your approval on the recommended plan, we will allocate your assets accordingly.

Ongoing Review

Shifts in the market, changes in personal lives, and many other variables can affect a financial plan. Get timely recommendations, make necessary adjustments, and stay updated with a regular portfolio review. Ongoing reviews may be semi-annual, annually, or however often an investment plan may call for.

The McKenna Method

Our Approach to Growing and Managing Wealth.

1

Get to Know Each Other & Determine If There Is a Mutual Fit

The first step of the financial planning process is to get to know each other and determine if there is a mutual fit. During the first meeting we will discuss:

  • Our Practice and Approach
  • The Planning Process
  • Our Value-Added Services
  • Your Expectations
  • Your Financial & Lifestyle Goals
  • What’s Important to You?
  • Where We Go from Here
2

Discuss Personal, Financial, and Lifestyle Goals

The first step toward achieving your financial goals is clearly defining them. At McKenna Financial, we’ll do a deep-dive into your goals and priorities, both financial and personal. Once the goals have been clearly defined, we can then begin working on what needs to be done to accomplish those goals.
3

Gather Necessary Information and Analyze Current Situation

Next, we’ll analyze your current financial situation, investments, and financial strategies to determine whether you’ll be able to reach your goals. What are the strengths and weaknesses of your current strategy? What’s working for you and what isn’t? Equipped with this information, we can move on to the next stage; creating a personalized strategy designed around your goals and means for achieving them.
4

Develop the Financial Planning Recommendation

Having established financial goals, personal investment comfort level, and realistic expectations for the duration of and return on your investment, we create financial plans for getting you where you want to be. We develop customized portfolios based on your unique situation.
5

Present the Financial Planning Recommendation

Before implementation takes effect, we meet to present your financial plan, explain our approach to pursuing your goals, and answer any questions you may have. When you’re comfortable moving forward, it’s time to put your plan into effect.
6

Implement the Financial Planning Recommendation

Following your approval on the recommended plan, we will allocate your assets accordingly.
7

Ongoing Review

Shifts in the market, changes in personal lives, and many other variables can affect a financial plan. Get timely recommendations, make necessary adjustments, and stay updated with a regular portfolio review. Ongoing reviews may be semi-annual, annually, or however often an investment plan may call for.
Close Menu