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.
Step #1
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.
Step #2
The Strategy Developer™
The Strategy Developer Meeting gives us a chance 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.
Step #3
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.
Step #4
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.
Step #5
The Momentum Analysis™
At The Momentum Analysis meeting, we will review your financial planning goals (which are outlined in your custom binder) and will update your plan to take into account any changing needs. We will then discuss the cost to work with us, performance against known benchmarks, and your options for beneficiaries. Finally, we will draw up a plan of action for next steps and kindly ask you to evaluate our firm.
HOW IT WORKS
THE PROCESS
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 help you 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.
DLD IS AN INDEPENDENT FIRM AND ADVICE PROVIDED TO CLIENTS IS REFLECTIVE OF THIS
EVERY SITUATION IS DIFFERENT
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.