Client-Focused Process

“To see, get knowledge of, learn of, find, or find out; gain sight or knowledge of…”

At Copperwynd Financial we take the time to learn, understand, and know the the entire “enchilada” before we start. From what was yesterday, today and projected or wanted for tomorrow - we leave no rock unturned.

• Understand your financial goals, life circumstances, priorities and challenges

• Gather documentation

• Consult with your accountant and attorney as necessary

It is a process and relationship we cherish.