Our Approach
Our comprehensive five-step D.R.E.A.M. Planning provides a clear roadmap with the flexibility to meet each client’s unique needs. Guided by your goals and values, we will develop a personalized plan to help you achieve your vision.
Your first consultation with us to start strategizing your D.R.E.A.M. Plan is completely complimentary and will have no fees.
Empowering You to Live the Retirement You’ve Envisioned
1.DISCOVER
2.REVIEW
3.EXPLORE
4.ACTION
5.MONITOR
DISCOVER
Are We a Good Fit?
- Share your story.
- Identify dreams and goals.
- Discuss concerns.
- Review current plan.
- Perform risk analysis.
- Clarify your values.
REVIEW
Can We Add Value?
- Receive portfolio analysis.
- Discuss fees and risk.
- Explore D.R.E.A.M. Planning Process.
- Share our approach.
- Decide if we can add value
EXPLORE
Create Your New Plan.
- Discuss proposed portfolio.
- Identify the next steps.
- Complete engagement forms.
ACTION
Implement Your Plan.
- Start implementation of retirement income plan.
- Receive complete S.E.L.F. Wealth Planning Binder.
MONITOR
Pursue Your Dreams.
- Account monitoring.
- Periodic review meetings.
- Updated account summaries.
- Ongoing support based on life changes.
D.R.E.A.M Planning Process is used for marketing purposes and this plan name should not be seen as a promise or guarantee of investment results or preservation of principal.
Ready to Begin Your D.R.E.A.M. Planning Process?
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