Give Your Finances Some TLC With a DWM FLP 💚
As we get to know each other, we want to keep things as candid as possible. That’s why we like to outline exactly what you can expect from us throughout the financial life planning process. It starts with a no-obligation introductory meeting and continues on to developing goals, discussing life events and forming a plan together.
60-Minute Discovery Meeting
You'll tell us what you want, we tell you how we can weave our magic. We'll explain how we work, what tools we use and the ins and outs of our financial planning process.
Financial Life Plan
We'll ask you to gather your statements, insurance policies and company benefit plans. Based on these documents, we'll complete and design a written goal plan. In addition, we'll run your risk number and offer an investment and protection analysis. We'll send you a link to our planning portal. From there, you'll input your goals, cash flow and assets.
Centered around your goals, current standings and future needs, we'll present your Financial Life Plan which includes:
- Goal-Based Financial Plan
- Monte Carlo Analysis
- Protection Plans
- Actionable Recommendations
You like the plan that we proposed? New accounts are established and funded. We'll confirm tilting and beneficiary information. From there, we'll offer a plan summary, establish client access, review statements and discuss the next steps.
Once your plan is in motion, we'll continuously review life changes, goals and forward planning as well as offer portfolio review and rebalancing.
What Is Our Service Model?
Our service model includes a fee based on assets under management as well as a separate fee for planning.
We use a formal financial life planning process before engaging in an investment management relationship with each of our clients. The planning process allows us to best provide a comprehensive analysis of your current financial picture and objective, actionable recommendations to move you closer to achieving your financial goals.