How We Work

Based on years of research and experience, Colman Knight practices a new approach to financial planning called Integral Wealth. This unique practice maximizes your sources of interior and exterior wealth, enabling you to live a prosperous and meaningful life.

We begin by discovering who you are, what you value in life, and your hopes and desires which naturally lead to formulating your specific goals. Together, we then navigate the areas of financial importance to you, such as wealth management, risk management, estate planning, cash flow management, charitable planning or tax planning.

Our discovery process begins with an initial meeting, usually lasting an hour. In advance of that appointment, we’ll send you our Integral Wealth Questionnaire. Your answers enable us to make the most of the initial meeting and review the areas of your life that are most pressing to you from an integrated perspective.

During the meeting, we’ll listen to you and open the space for easeful conversation about the issues that matter to you most. We’ll address your immediate financial concerns and desires. We’ll also explore the level of comfort and ease you are experiencing around money matters, such as how well your current money decisions are serving you. Together we’ll envision a path to prosperity, vibrant health, peace of mind, and living your unique genius.

After the meeting, we will confer, analyze, and create a proposal for you to consider, usually within two weeks. If you choose to formalize a client relationship with us, we’ll begin our integral process and outline a financial strategy specific to your personal, family, social, and life legacy goals. We meet you where you are—and continue the journey to where you’d like to be.