Strategic Planning Approach™

Developing an ideal financial plan that aligns with each client’s specific goals

The backbone of DLD Financial Group’s success is consistency and an understanding that continuity of services is what builds and maintains excellent relationships. We have developed our own process, The Strategic Planning Approach™, as a formulaic guide to developing an ideal financial plan that aligns with each client’s specific goals.

We go to great effort to understand and document your financial objectives as well as your existing asset classes including your real estate. We also calculate your after-tax cash flow. Once we know your complete financial picture, we use a combination of financial products to assist you in reaching your goals.


First, we assess your current situation to identify the best financial strategies for your needs. Then, when you’re ready to move forward, we implement. It’s that easy. If your situation changes, it is your right to contact us to reassess your plan.

Every step of DLD’s “The Strategic Planning Approach™” planning process ensures that we build a comprehensive financial strategy that is seamlessly tailored to your unique goals and aspirations. After the steps are completed, our work is just beginning. The DLD team continually monitors strategies and portfolios to ensure that you remain informed regarding all elements of your financial plan on an annual or as needed basis.

The Snapshot™

The Snapshot Meeting is our first opportunity to examine your current situation and explore where you see yourself in 5 years professionally, personally, and financially.

The Strategy Developer™

The Strategy Developer Meeting gives us a change to look at which comprehensive written financial plan best suits your properties, and decide how best to meet your goals in the four cornerstones of financial planning.

The Fine Tuning Process™

The Fine Tuning Process Meeting is focused on implementing strategies designed to help with achieving your financial goals. We answer any questions you may have about the various financial vehicles, and your solidified and customized plan is then ready to be rolled out.

The Investment Growth Process™

At the Investment Growth Process Meeting, we carefully review your implemented financial plan and lay out how the plan will be monitored in the coming years.

DLD is an independent firm and advice provided to clients is reflective of this


At DLD Financial Group, we believe in the importance of building strong relationships with our clients as the key to developing the ideal financial plan for each different situation. Our industry expertise combined with our unique process ensures that our financial planning solutions are seamlessly tailored to your personal goals and aspirations. Read what our clients say about working with DLD Financial.