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Each of our clients can look forward to a professional engagement with clear expectations and accountabilities. 

Intro Call With Dave and Lori

The first step in our process is a short 15 to 30-minute call to learn more about each other.  This is where we get a general idea of where you’re at today, what is important to you, and what’s on your mind. This is where we decide if we’re a good fit.

Since we know two heads are better than one, especially one that is left brain (analytical) and the other is right brain (creative), our clients get the benefit of two sets of eyes and ears in most of our meetings.  Successful businesses and organizations have used this model for years (committees).   

Discovery Meeting

After we’ve both decided we’re a good fit, this will be our first virtual in-office meeting. You will receive a simple checklist of the information you need to gather before this meeting. We’ll get a clearer picture of what you really want, your current financial situation, and dig into the questions that brought you to us in the first place. We use a 3-hat model involving life planning hat (goals), financial planning hat (do you have enough, not enough, or more than enough), and if and as needed, financial advisor hat (strategy, implementation).

Observations Meeting

You’ll love this meeting. This is where we give you some ideas to consider and some observations about your current situation and your plans for the future. This is also where you’ll have the whole picture of how we will work together. We can schedule your next visit to sign forms to get our work together started. You can also take your time and sleep on it and let us know when you’re ready.

Quick Call With Dave

After you’ve decided you’re ready to get started, we’ll schedule a quick call with Dave to review all the information that has been gathered in your meetings with us. This helps us get the paperwork prepared to start building your plan.

Paperwork Meeting

During this meeting, we will cover all of the steps in order to open your accounts, transfer your assets, and what to expect from your partnership with DO FINANCIAL.

Strategy Meeting

At this final on-boarding meeting, we will cover what the future looks like for you. We will review any pending action items, as well as our investment philosophy, your accounts, your online access, and how we conduct future review meetings.

Begin Ongoing Service Process

Finally, after completing the on-boarding process we’ll begin our regular review process, where we’ll meet one to two times annually.

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