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Our Process

Our clients’ best interest above all else

Our clients’ best interest above all else

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 guide you in the pursuit of your financial goals.

The financial planning process starts with an INITIAL MEETING where we establish a relationship of mutual understanding. We will develop the beginnings of a long-term relationship, review the financial planning process 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.

Client Centered

We will dive into your goals, hopes, and dreams for the future as well as your worries and what-ifs. Asking fundamental questions will give us a better understanding of your time horizon and tolerance for risk in order to DEVELOP YOUR VISION.

Based on your input and vision, we will CREATE YOUR PLAN addressing each one of your goals incorporating tax-efficient strategies to help you succeed.

Once you’ve approved all the aspects of your plan, it’s time to EXECUTE YOUR PLAN.  To ensure you feel comfortable and confident in your plan, we will take you step-by-step through the details, paperwork to implement the solutions.

Client Centered

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 regularly to MONITOR YOUR PLAN, continually seeking every possible financial advantage.

Because financial planning is a life-long journey and not a snapshot in time, we will provide a HOLISTIC REVIEW of your overall plan to ensure it meets or exceeds your financial goals, revisiting your evolving short and long-term goals.

Are you ready to make the commitment to working with the right team?  Let our experience and expertise be your guide!

Questions before you schedule your Discovery Meeting?

Thank you!