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.

 

Our First Meeting:

During our initial, complimentary meeting we discuss your specific situation and goals.  We will then determine if our firm’s approach fits yours.

 

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 private and confidential questionnaires, counseling, and an examination of your documents and records.

 

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 a set of recommended strategies tailored to your financial goals, including alternative ways of achieving those goals.

 

Plan Implementation:

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

 

Plan Review:

WDC will help monitor your financial plan and updates the plan on an ongoing, lifetime basis.