Financial planning is a life-long process often considered to be a daunting and complex process. DGN Wealthcare advisors have developed a simple yet comprehensive approach to ensure that you achieve your financial goals.
The financial planning process starts with an INITIAL MEETING where we establish a relationship of mutual understanding. In this meeting we will develop the beginnings of a long-term relationship. We will review the financial planning process, planning services available within the engagement, and define the responsibilities of both the advisor and client. We want to make sure our services are in line with your goals to ensure we are a good fit?
The planning continues with DEVELOPING YOUR VISION. We dive into all your goals, hopes, and dreams you have for the future as well and your worries and what-ifs. We ask fundamental questions that give us a better understanding of your time horizon and tolerance for risk.
Then onto one of the most exciting steps in CREATING YOUR PLAN. Based on your input and vision, we put together an individualized plan that addresses each one of your goals as well as tax-efficient strategies to help you succeed.
Once you’ve approved all the aspects of your plan, we move into PLAN EXECUTION. We detail the documents and process of implementing the solutions. During this phase we ensure you feel comfortable and confident by taking you step-by-step through the paperwork and account statements.
It may seem obvious, but ignoring a financial plan once it’s set up means you miss out on key opportunities to adjust along the way. Our goal is to engage you in FREQUENT MONITORING of your plan, helping you have every possible financial advantage.
The final step is providing a HOLISTIC REVIEW of your overall plan to ensure it meets or exceeds your financial goals. Because financial planning is a life-long journey and not a simple snapshot in time, it is imperative we use this final step to revisit your short-term and long-term goals as life events change.
If you are ready to make the commitment to working with the right team, let our experience and expertise be your guide!