Our Process
Kopp Wealth Management works with high-net-worth clients, and our process is built around your actual life and goals. You'll work directly with David and Dillon, and together we help you move forward with confidence.
1. Discovery
In your first meeting, David sits down with you to fully understand your current financial picture, your goals, and what matters most to you and your family. From there, David will start to build a financial plan designed specifically around your situation with our software.
2. Transparency
Once your plan is built, we walk through it together, step by step, so you understand exactly how it's designed to help you reach your goals. We also address potential risks head-on and outline how we'd navigate them, so there are no surprises later.
3. Active Management
With your plan in place, we discuss the specific investment strategies available to you, along with the opportunities and risk considerations. We want to make sure every decision we make is one you understand and are confident in.
4. Accessibility
Ongoing access matters as much as the initial plan. You'll have regular check-ins roughly every six weeks to stay current on your progress, and we're always available in between if life changes — a new job, a family event, a market shift — in a way that affects your plan.