Not Sure Where To Start? Don’t Worry, We Do.
Whether you’re settling into retirement or starting a college fund, we know that financial planning can feel overwhelming, taxing and downright difficult. That’s why we’ve developed the DWM financial life plan to help you determine where you are now, where you want to be and how to get there.
What We Review:
- Budget
- Asset Allocation
- Assets & Liabilities
- Insurance & Protection
- Risk Profile
- Cash Flow
- Future Goals
Tools and Programs We Use:
- Betterment
- Emoney
- Monte Carlo Analysis
- Morningstar
- Riskalyze
- RightCapital
What You'll Get:
- A comprehensive report of your current financial picture
- Online access to accounts and resources
- Recommendations and actionable next steps
Manage Your Family’s Wealth With Family Office Planning
If you’re a multi-generational, high-net-worth family, managing your family’s finances can feel like a full-time business. While you might not hold office hours, you’re still challenged with navigating the needs of parents, children, grandchildren and extended family members.
