Our Process

We understand the things that are important to you. And our relationship with you and the process for securing your family’s future begins right there. If at any time you would like to involve your family members in the process, we welcome them. Education can never start too early.

At McKenna Financial, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group® professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

We aim to understand the things that are important to you and our relationship with you and the process for securing your family’s future begins right there. Regardless of whether you need full service financial planning, insurance or investment guidance, we at McKenna Financial, combine our own considerable experience to work on your behalf, and also leverage the knowledge of the elite team of The Nautilus Group® professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you. We make sure that each generation of your family is "in the loop" about the planning process, whether it's your children or your parents. We want to make sure that everyone is clear about what we're doing, and why we're doing it - this is our focus and part of our dedication to building relationships.

Review your individual situation and personal objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.

Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. We can do the same for you.

Monitor progress; provide ongoing service as your needs and situation change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.

Calculators