Knight Wealth Advisors | Financial Planners

Our Process

Knight Wealth Advisors has Knight Wealth Advisors’ processes define our financial planning approach.

Our approach centers on You!

Our process begins with…well a process! We believe that in order to succeed you must have a plan and a process designed with the end goals in mind. An old adage says, you wouldn’t start building a house without a plan, would you? Our processes are the step-by-step guides to helping you build your family’s wealth plan. They guide us in every aspect of what we do from our very first conversation. We take the time to learn what is most important to you, what your greatest fears are and what legacy you want to leave.

Our investment process is designed to help clients reach their goals. We work with you to create strategies that fit your lifestyle. The following principles guide our decisions as we develop and implement your personalized plan.

Our Guiding Principles

Financial planning can be a complex topic and is different for each individual and family. Knight Wealth Advisors has developed guiding principles to help you navigate financial matters so you can live well and leave a legacy for the next generation.

The KWA Process

KWA follows a consistent and dynamic investment process:

Discover

Get to know you and your family
Understand your goals, obstacles, and preferences
Gather documentation
Determine potential risks

Propose

Introduce our investment philosophy
Explain the investment process
Understand what you own and why you own it
Define risk and show our tools to manage it

Implement

Transition your current investments into our processes
Determine which risk management tools we need to use
Prioritize implementation of risk management tools
Establish links to outside resources
Set up communication channels
Provide training on technology to make your life simpler and more organized

Review

Review progress toward the action plan designed for you in an annual progress meeting
Adjust investments in accordance with our process
Maintain a dialog about important life changes
Help you navigate your financial journey

All our processes can be summed up as

People Serving People.

We invite you to experience the Knight Wealth Advisors difference.

84 Plantation Dr.
Paducah, KY 42001
Get Directions →

Monday - Friday

8:00AM - 4:00PM

Phone:

270.744.5191

Fax:

270.744.5192

Securities offered through Raymond James Financial Services, Incl, Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Knight Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services

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