The Dow Group Standard of Care: Our Concierge Approach to Planning and Service
Working with a financial advisor should bring you a sense of comfort and relief.
We aspire to develop a meaningful, personal, and lasting relationship with you; treating you with respect & courtesy at all times. We put your interests first, and aim to become your primary resource for unbiased advice and potential strategies for all your financial needs.
Because we strive to provide you with the highest standard of care, greater continuity and consistency in advice and service, Our Path to Your Purpose process is supported by our proprietary Dow Group Standard of Care, which is our clinical and holistic approach to financial planning. Similar to the way a caring medical professional should treat you based on your unique health situation, we approach your financial goals based on your own unique situation, goals, lifestyle, passions and values. Our Standard of Care approach was an epiphany gleaned from past personal experiences, as a patient at two of our nation’s top-ranked hospitals, Mayo Clinic and Cleveland Clinic (you can read more about Ken’s personal journey in his story). This experience was a realization that solutions to complex matters can be made simple.
Continuity and consistency of your plan, and enhancement of your overall experience, is brought to life by each of the Five Elements in our custom and proprietary, Dow Group Standard of Care.
Please click on the arrows on the right to learn more about each Step.
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Your BluePrint is our proprietary report of your financial goals that serves as the foundational element of your plan - it is the center of our relationship. We build a picture of who you are, by collecting and continuously updating your information and tracking your progress over time. Your BluePrint clearly summarizes your entire financial picture, by helping us to identify and address voids in your plan and monitor your progress. Consider it a “progress report” that will help us work together towards meeting your goals, with a clear understanding of how to get there. -
Your Snapshot provides us with a “sneak peek” into your world and the people and things that are important to you. We invest the time to understand who you are and take a Snapshot of what is meaningful in your life, so that we can effectively customize a plan that is distinct to you and your family. -
Your Profile is a series of customized questionnaires specifically designed to help us collect and continuously update all of your pertinent information. The information collected establishes a starting point of your goals, which is used to develop and fine-tune your asset allocation, your investment strategy, and your retirement plan. -
Your LifePlan begins with a complete analysis of your ability to meet your short, intermediate and long-term financial goals. It allows you to pre-experience various retirement scenarios to help you better visualize your potential future outcomes. It determines savings required to meet your goals, as well as sustainable portfolio withdrawals during your retirement. Essentially, it calculates the probability that your retirement savings will fund your income needs throughout your lifetime. Click on the video below to Visualize Your Future. -
Your Experience is our team’s unique way of adding value to the relationship. Through it, we acknowledge and support important changes in your life: both personal and financial. Whether it’s budgeting, career transitions, sale of a business or other financial settlement, buying or selling a home, inheritance, dealing with divorce or the loss of a loved one – we are here to help.
Our Path to Your Purpose, supported by our Dow Group Standard of Care, helps to ensure continuity in your planning strategies, incorporates value and consistency in the advice we provide you, and helps to guide you in reaching your financial goals.
You can find comfort in knowing that we are always here for you.
