Our industry expertise combined with our unique process ensures that our financial planning solutions are seamlessly tailored to your personal goals and aspirations. Due to our commitment to client confidentiality, we couldn’t provide real-life examples. These illustrative case studies are based on typical financial situations we manage.
"Kelly takes a genuine interest in my life, is always even keeled, focused on how to achieve long term goals and willing to take the time needed to answer my questions, even the hard questions."
"Dave continues to impress me with his knowledge and expertise when providing financial advice."
“Dave treats my finances in the same way he would his own, which is key for me. Thanks to everyone at DLD for making this one of the best financial decisions I’ve made as a small business owner. ”
"Kelly has taken me from a high-earner without much to show for it, to a guy with a solid financial plan. She provides sound, personalized and practical advice tailored specifically to my needs. She is invaluable to me and my family."
“Kelly has played an integral role in building my personal financial well-being over the past 10 years. I would highly recommend her services to others as she is knowledgeable, friendly and an expert in her field.”
"I would recommend Dave and his team to friends and family without hesitation."
"As the owner of a business that fabricates precision gears, I know the importance of paying attention to all the details. Kelly understands this concept and has always been a pleasure to deal with."
"Dave's intuitive and innovative advice has allowed me to implement different and successful approaches to my personal and corporate finances. I appreciate the high level of service, level of commitment, and the regular reviews."
"The step by step process that DLD uses has enabled me to allocate money where it best suits my needs and goals. I feel confident about my future knowing that my finances are in line without having to sacrifice my current lifestyle."
"Kelly Ho is a great financial planner. Her professionalism and strong ethics shine through along with her friendly, open manner."
"I would recommend Kelly to any young professional looking to plan for a lifetime of financial success!"
“We are extremely appreciative of the high level of professionalism that Dave and his team provide.”