At the heart of what we do is our planning process. This gives us an opportunity to engage our clients and potential clients to discover their values, goals, and financial needs.
We use a comprehensive approach and spend a lot of time discussing the motivations and reasoning behind your goals and needs to make sure your goals are aligned with your values.
Understand Personal & Financial Circumstances / Identifying and Selecting Goals
The main focus of this time together is understanding you. We want to discover as much as we can about your personal and financial life as well as identify goals and needs. This is also a time for you to get a feel for us and how we do things.
Analyzing the client's current course of action and potential alternative courses of action.
Develop financial planning recommendations.
Present planning and investment recommendations.
Go over initial plan implementation action items and timeline.
Copyright © 2024 Daniel Wealth Advisors - All Rights Reserved.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.