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Add Value to Everyone We Come into Contact With

This includes clients, prospective clients, vendors and service providers. For clients and prospective clients, this means that we strive to put clients' needs first and do what is best for them. We make every effort to listen, ask good questions and understand clients' needs, wants and dreams and look at life through their eyes.

When we meet with a prospective client for the first time at the Get Acquainted Meeting, it is very easy to determine whether we have accomplished our mission. The primary question we ask ourselves after the meeting is not: "Did the prospect become a client?" Or, "Did we close the deal?" On the contrary, the question is: "Did we add value to the prospective client?" We find this approach more enjoyable for both the prospective client and for us! (See "Client Intake Forms Never Tell the Whole Story" for the story of one prospective client.)

Strategy to Accomplish Our Mission

Our strategy to accomplish our mission is to deliver financial peace of mind for life's journey. Our approach/method to accomplish our strategy is fiduciary, fee-only wealth management and financial planning delivered objectively, professionally, independently and with integrity. We strive to minimize potential conflicts of interest so that clients can be confident we are working for their best interests.

What do the Oregon Trail and Wealth Management have in common?

Map of Oregon TrailI love the perspective we can gain from history. One of my favorite times in history is the settling of the western United States. I especially enjoy the story of the wagon trains that settlers joined in order to move west in the mid 1800's.

On the Oregon Trail, there were many potential dangers and trials. It has been estimated that one in ten died during the 2,000 mile journey. Oftentimes, settlers were ill-equipped to handle all the various challenges involved in the four-to-six month journey. Actually, it was said that the trip was so exhausting and trying that most folks could only do it once in a lifetime.

So, for most of the early settlers, it meant joining a wagon train that was led by an experienced trail guide. The trail guides were a hardy breed of men. They knew the trails, where to cross the rivers, where the Indians were most likely to attack, where to cross the mountains, the pace necessary to make it before the winter snows and what kinds of provisions to take.

I see many parallels between the Oregon Trail and Wealth Management. The client is the wagon owner and Wichita Wealth Management is the trail guide. Like the settlers, the client may not have the time, background, experience, energy or inclination to become an expert trail guide. Clients have a destination they want to reach and need an experienced professional to guide them along the way. Clients tells us where they want to go, when they want to leave and when they want to get there. We guide them along the way and help them reach their destination.

Most people spend 35 plus years in the workforce and it is becoming more and more common to spend another 20 plus years in retirement. So, after 55 plus years working and in retirement, the primary destination/goal for most folks is reaching the end of life having enjoyed a long and fulfilling retirement. With that in mind, Wichita Wealth Management is the "trail guide" who helps clients reach their destination and experience financial peace of mind along the way.