Our Process

While we believe most financial advisors focus on numbers, at MKD Wealth we begin planning in an entirely different place. We believe financial planning should be about people first and money second. It’s about gathering perspective over gathering data; it’s more relational than transactional; it’s more personal than numeric.

As the facilitator of these conversations, we seek to understand what inspired you to become who you are in the world and the challenges and triumphs you faced along the way. By learning what you want to achieve and how you want to make an impact, we are better equipped to create a customized plan to help make your vision a reality.

Once we have a clear understanding of your starting point, we collaborate with you – and your existing team of professional advisors – to ensure seamless coordination and alignment of strategies. Our role is to facilitate communication, streamline decision-making, and provide you with expert guidance every step of the way.