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Our Planning Process

Financial Planning Process

Our process begins with an in-depth discussion about your personal goals and objectives.  Our understanding of your unique situation assists us in creating a financial plan that addresses your personal desires, needs and values.  If, at any point in our work together, we encounter circumstances which we believe will make your goals either unrealistic or unattainable, we will advise you of that conclusion.  

Our First Meeting:

During our initial, complimentary meeting we discuss your specific situation and goals, your expectations of us as an Advisor,  and our business model, compensation methods, planning philosophies, and expectations of you as a client. During this meeting you are interviewing us and we are interviewing you.  Together, we work to determine whether our mutual expectations and planning philosophies will be a good FIT.

Data Gathering and Goal Setting:

The data gathering and goal setting stage involves review of the details of your current portfolio, assets, retirement dates, children's education, health and more. We accomplish this via confidential questionnaires, counseling, and an examination of your documents and records.  We conclude this stage by agreeing on a timeline for reviewing initial recommendations and relevant action steps.

Data Analysis:

Our team will carefully analyze your data, identify the strengths and the weaknesses in your present financial circumstances, and assess how they may affect your ability to achieve financial goals.

Plan Development:

WDC will design relevant recommendations or proposed action steps and strategies intended to work toward accomplishing the goals established in the Data Gathering and Goal Setting meeting(s).

Plan Implementation:

This is a critical stage and we are diligent in implementing the action items resulting from plan development.

Plan Review:

WDC schedules review appointments as needed or agreed upon to monitor and update your plan on a regular and ongoing basis.  


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