Developing a meaningful plan FOR FINANCIAL SUCCESS
To craft a personalized financial plan for you, we follow a detailed process. Our D6 Financial Planning & Wealth Management System helps us create a vivid picture of who you are and your expectations, so we can move forward in managing and preserving your wealth.
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We begin by identifying the services we will provide, the client and advisor responsibilities, and have a transparent discussion around compensation.
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Once we’ve established an understanding of how to move forward, we gather important data from you.
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We then analyze and review the data to assess your situation and help determine the best path to your goals.
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After evaluating a number of alternatives, we develop financial planning and wealth management recommendations.
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In this step, we put your plan in motion while coordinating with your other professional advisors, such as CPAs and attorneys.
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We remain connected and in communication with you, adjusting your plan as your life changes. We evaluate based on six dimensions of financial success: investment management, liability management, risk management, tax management, education planning and retirement planning.
