How

Our Planning Process

Campbell Wealth Management applies a time-tested operating style. We presume integrity, a willingness to trust, and a handshake are the best introduction to partnerships. And from there our first responsibility is simply to listen. When our clients put problems on the table, we offer an empathetic ear, expertise, and experience. Then we work to respond with sound objective solutions and an array of products and services to the exacting specifications of your plan.

We believe relationships are earned. Our process allows clients to measure our capabilities and judge our performance before they engage our services and in all the stages that follow. Our client relationships encompass affluent families, entrepreneurial and multigenerational firms, and professional partnerships.

“Campbell Wealth Management provides ongoing reviews to reevaluate suitability and measure performance of all elements of your plan in light of changing circumstances.”

Step 1. Initial Meeting
We listen to your needs, circumstances, and goals. You learn how we think, so you can evaluate the benefits of proceeding to the next step.

Step 2. Assessment
We initiate a joint information gathering process, drawing out your personal views, current objectives, and past decisions. From this we can determine the best application of the resources of Campbell Wealth Management and our alliances.

Step 3. Engagement
We summarize our analysis of problems and opportunities and set a planning direction based on solution options. We explain our compensation so you can compare costs versus benefits and make an informed decision about our working relationship.

Step 4. Strategy Development
To assure strategies are appropriate from all perspectives, we work closely with your attorneys, accountants, and other professional advisors. For businesses we also add input from internal resources. We prepare agendas to coordinate advisor team responsibilities and timetables, meeting regularly with you to explore options and define priorities. This ensures that the decisions you make reflect the most thorough and objective analysis, the best available judgment, and ultimately the most suitable solution.

Step 5. Implementation
We continue our role as project manager with all parties to assure effective implementation, including your accountants, attorneys, trust officers, investment brokers, insurance companies, banks, and service vendors.

Step 6: Review
Campbell Wealth Management provides ongoing reviews to reevaluate suitability and measure performance of all elements of your plan in light of changing circumstances. Continual monitoring allows us to respond quickly, implementing modifications to preempt problems and capture opportunities.



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©2017 Campbell Wealth Management, LLC

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Campbell Wealth Management is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Campbell Wealth Management or PartnersFinancial.

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