Client Experience

We designed an experience to help you (and us) make an informed and educated decision about working together.

Step 1: Introductory Call

Schedule a no-cost, no-obligation 15-minute phone conversation to get to know one another and make sure our expertise matches your personal situation.

 

If we aren't the right fit for you, we will make sure to introduce you to a firm who is better suited to your needs.

15 to 30 Minutes | No-Cost and No-Obligation

Step 2: Initial Consultation

In the initial discovery meeting, we will meet face-to-face to prioritize your goals, learn about your finances, and clarify your vision for the future.

 

We'll also answer any questions you have about our firm, services, and our fees.

By the end of this meeting we'll both have enough information to know if there is a mutually beneficial reason to work together.

60 to 90  minutes | No-cost and no-obligation

Step 3: Strategy Meeting

Similar to your physical health, it's important to diagnose your financial health for retirement, before we prescribe recommendations. 

 

In the assessment meeting, we'll answer three primary questions: 

  • How can we improve your investment portfolio?

  • How much can we potentially increase your income in retirement?

  • How much can we reduce your taxes?

By the end of this meeting you'll have enough information to decide if we can deliver enough value to hire us as your financial advisor. 

60 to 90  minutes | No-cost and no-obligation

Step 4: Get Started

Now that we've decided to work together, we'll begin to design, implement, and protect your personal financial plan for retirement. 

Your plan will clearly lay out what you need to do to retire with confidence. If you like, we'll even help you implement investment recommendations and meet with you regularly to keep you on track.

 

You focus on life. We'll focus on you.

60 minutes | 1-2 times per year | In Person or Virtual

Step 5: Review Your Progress

Life isn't static. That's why we make scheduled face-to-face conversations part of your advisory experience. 

We'll meet with you regularly (either in person or via video conference) to keep you on track and make adjustments along the way.

 

You focus on life. We'll focus on you.

60 minutes | 1-4 times per year | In Person or Virtual

Covenant Wealth Advisors

 

Covenant Wealth Advisors is a private wealth management firm, fee only financial planner, and fiduciary advisor with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our fiduciary financial advisors and fee-only financial planners specialize in working with individuals and families age 50 plus, who are concerned about retirement.

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

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Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018