The DCD Process

We have developed a process that puts every piece of the financial puzzle together for our clients as their lives unfold and their needs evolve. We call this the DCD Process.


Here you will learn how the whole process plays out, and we will learn where you are as discussions of your capacity and tolerance for risk and your short term and long term goals.


We begin this step with an analysis of the strengths and vulnerabilities inherent in your current course of action. From that analysis we will present your plan and provide you with recommendations. This step is designed to give you the opportunity to provide feedback and ask questions. The presentation will be interactive and allows us to model different outcomes as we progress through a series of "what-ifs."


Your plan is only helpful to the extent the recommendations are put into action. In this step we work in partnership to implement the recommendations put forth in your plan and monitor them going forward.

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