We don't hand you a portfolio. We hand you a plan.
A four-phase system that takes your complete financial picture and turns it into a written, specific, coordinated plan — then works with you to put it into action.
McCune Whiteley
Your Financial
Blueprint™
Prepared for
You & your family
Advice without a process is hard to act on.
You've likely done the right things — saved consistently, invested somewhere, bought insurance, maybe updated your will. But without someone connecting the pieces, those decisions live in separate silos, each unaware of the others. That's not a plan. That's a collection of financial products hoping to work together.
The MW Financial Blueprint is a structured system that coordinates every piece of your financial life — investments, taxes, insurance, estate, retirement income — into one written strategy. The process is designed to keep each area in view so items don't fall through the cracks.
All investments involve risk, including the possible loss of principal. Results vary based on individual financial situation.
of Americans have no written financial plan
Source: Schwab Modern Wealth Survey 2025
No-cost initial Discovery meeting — no obligation to proceed
years of combined experience serving clients across retirement planning, investment management, and estate coordination
Questions people ask before their first meeting
We hear these all the time — and we think you deserve honest answers before you pick up the phone.
Discovery: We listen first. Then we build.
The Discovery phase is a 60-minute listening session — not a sales pitch. We ask about every account, every policy, every estate document, and what retirement actually looks like to you. Not just your portfolio, but your life.
- Full account inventory: 401(k), IRA, brokerage, savings, pension
- Insurance review: life, disability, long-term care, health coverage
- Estate documents: will, trusts, power of attorney, beneficiaries
- Risk tolerance conversation — how you actually think about money
Timelines are approximate and vary by situation.
60 min
First meeting
$0
Cost to start
Fiduciary†
†In our advisory capacity through Kestra Advisory Services, LLC.
You'll meet with a senior advisor
A senior advisor leads your Discovery conversation.
✓You walk away with:
Full Inventory
Every account, policy, and document in one organized snapshot
Gap Report
Your most urgent financial gaps, ranked by priority
Clear Path
A concrete agenda for what happens after this conversation
What to bring to Discovery
You don't need everything on this list — but the more you bring, the more productive our first conversation will be.
Recent investment statements (401k, IRA, brokerage)
Insurance policies (life, disability, long-term care)
Estate documents (will, trusts, powers of attorney)
Most recent tax return
Employer benefits summary (if applicable)
A list of your top financial questions or goals
Blueprint: Your written plan — specific, actionable, and kept current
Your Blueprint is a living document — specific numbers, timelines, and action steps across six coordinated sections — and it's built to evolve as your life does.
Retirement Income Projection
Tax Strategy
Investment Allocation
Risk & Protection Review
Estate & Legacy Plan
The Action Plan
Timelines are approximate and vary by situation.
McCune Whiteley
Your Financial Blueprint™
✓You walk away with:
Written Plan
Readable, specific — no jargon, no generic binder
Six Sections
Retirement, tax, investments, risk, estate, and action plan
Prioritized Timeline
What to do, in what order, and when to do it
Implementation: We handle the execution so the plan gets built
This is the phase where a plan either gets built or gathers dust on a shelf. We coordinate each action item — accounts, rollovers, beneficiary updates, and outreach with your CPA and estate attorney — so you're not managing the back-and-forth yourself.
- Account openings, rollovers, and consolidation
- Portfolio rebalancing to your target allocation
- Beneficiary designation updates across all accounts
- CPA, attorney, and insurance agent coordination
Timelines are approximate and vary by situation.
Implementation Checklist
Illustrative example. Not a representation of any specific client engagement.
✓You walk away with:
Every Item In Motion
Each Blueprint action item executed or actively coordinated with the responsible party
All Parties Aligned
Your CPA, attorney, and insurance agents on the same page
Monitoring Active
Automated systems tracking your plan in real time
Ongoing Review: Your plan evolves because your life does
Markets shift. Tax laws change. Life happens. A plan that doesn't adapt isn't a plan — it's a snapshot. We meet regularly and reach out proactively when something affecting your plan changes.
- Scheduled review meetings — quarterly, semi-annual, or annual
- Real-time monitoring with automatic rebalancing alerts
- Life event response: job change, inheritance, family transition
- Direct access to your MWWM advisor team
Timelines are approximate and vary by situation.
Your Annual Review Calendar
Q1 Review
With your MWWM advisor
Q2 Review
With your MWWM advisor
Q3 Review
With your MWWM advisor
Q4 Review
With your MWWM advisor
Plus real-time monitoring, life event response, and direct access — always.
Your first 90 days with McCune Whiteley
From your first conversation to a fully implemented, monitored plan — here's what the timeline typically looks like.
Discovery meeting
Week 1
Blueprint delivered
Week 4
Implementation complete
Week 7
First scheduled review
Week 12+
Timelines are approximate and vary by situation. All investments involve risk, including the possible loss of principal.
What Working With Us Looks Like
Here's the experience we aim to deliver in every engagement — the same whether you're a first-time client or in your 15th year with us.
Deep Discovery
A 60-minute listening session covering goals, values, and your full financial picture — not a 15-minute intake form.
A Written Blueprint
Specific numbers, timelines, and action steps across six coordinated sections of your financial life.
Full Implementation Support
We manage the paperwork, rollovers, and coordination with your CPA and estate attorney so the plan actually gets built.
Ongoing Review
Scheduled check-ins, real-time monitoring, and proactive outreach when a life event affects your plan.
Direct Advisor Access
You work directly with your MWWM advisor team — the same people who helped build your plan.
Fee Transparency
Our fees are discussed plainly at the start of the relationship, before you commit to anything.
Still deciding?
Not sure yet? That's okay.
Call us at (817) 775-6996 — even a 5-minute call with an advisor can answer your biggest question. No commitment, no sales pitch. We're here when you're ready.
All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. McCune Whiteley acts as a fiduciary in its advisory capacity through Kestra Advisory Services, LLC.