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.
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 across retirement planning, investment management, and estate coordination.
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.
Timelines are approximate and vary by situation.
First meeting
Cost to start
Advisory cap.
Every account, policy, and document in one organized snapshot.
Your most urgent financial gaps, ranked by priority.
A concrete agenda for what happens after this conversation.
You don't need everything on this list — but the more you bring, the more productive our first conversation will be.
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.
Delivered within 2–3 weeks of Discovery.
Timelines are approximate and vary by situation.
Readable, specific — no jargon, no generic binder.
Retirement, tax, investments, risk, estate, and action plan.
What to do, in what order, and when to do it.
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.
Timelines are approximate and vary by situation.
Illustrative example. Not a representation of any specific client engagement.
Each Blueprint action item executed or actively coordinated with the responsible party.
Your CPA, attorney, and insurance agents on the same page.
Automated systems tracking your plan in real time.
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.
Timelines are approximate and vary by situation.
Review with your MWWM advisor
Review with your MWWM advisor
Review with your MWWM advisor
Review with your MWWM advisor
Plus real-time monitoring, life event response, and direct access — always.
Here's what the timeline typically looks like, start to finish.
Week 1
Week 4
Week 7
Week 12+
Timelines are approximate and vary by situation. All investments involve risk, including the possible loss of principal.
The same whether you're a first-time client or in your 15th year with us.
A 60-minute listening session covering goals, values, and your full financial picture — not a 15-minute intake form.
Specific numbers, timelines, and action steps across six coordinated sections of your financial life.
We manage the paperwork, rollovers, and coordination with your CPA and estate attorney so the plan actually gets built.
Scheduled check-ins, real-time monitoring, and proactive outreach when a life event affects your plan.
You work directly with your MWWM advisor team — the same people who helped build your plan.
Our fees are discussed plainly at the start of the relationship, before you commit to anything.
We hear these all the time — and we think you deserve honest answers before you pick up the phone.
No. Discovery is a listening session — no paperwork, no signatures, no commitments. If we're not the right fit, we'll say so and point you somewhere better.
We do those regularly. You'll get an honest read on what's working, what's not, and what we'd do differently. No obligation to switch.
We work with both. If your situation is genuinely too simple for ongoing planning fees to make sense, we'll tell you and point you to a lower-cost option. If it's unusually complex, that's exactly when this process earns its keep.
We don't enforce a hard minimum, but planning fees only make sense above a certain level of complexity. We'll be honest about whether your situation justifies the cost — on the first call.
Straightforward answers — no jargon, no fine print.
Discovery through full implementation typically runs 7–9 weeks. Your first scheduled review lands around week 12. Timelines vary by situation.
Multiple structures: an AUM fee (0.75–1.5%), an ongoing retainer, a flat-fee project, or a monthly subscription. We walk through every form of compensation before we engage.
If your current advisor coordinates planning across taxes, estate, insurance, and family context, probably not worth a switch. If they mostly manage investments, worth a conversation.
No. We can coordinate around accounts you keep elsewhere. Consolidation is a recommendation we'll make when it makes sense — not a requirement to engage.
Call (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.
60 minutes. Free. No paperwork. If we're not the right fit, we'll tell you and point you somewhere better.
Austin, TX · Remote welcome