Our Process begins with the initial consultation which focuses on discussing in detail your financial goals in order to create a customized portfolio tailored to your specific needs. As our client, we view you as a lifelong member of the DUNLAP GILL Wealth Management Group family. We monitor, manage and continue to work closely with you along the way to help you navigate the roadways in building your personal wealth and family legacy. We begin with our 5-Step process, and together we...
Our first meeting is an opportunity to assess where you are in life, get to know each other and discuss your short and long-term financial goals. Together we will review your resources, your assets, income sources and obligations in order to help identify strategies for meeting your financial goals.
The next step is creating your unique blueprint which we will design and manage to work towards meeting your financial goals. We have the tools and expertise to develop a comprehensive personalized financial plan, which is presented to you and explained in detail. As your trusted partners and advisors, we will guide you through this step addressing any concerns you may have along the way.
In this step we take our ideas and strategies forward in a proactive, disciplined manner. We strive to structure an achievable, strategic plan because we believe you should be in control of your financial well-being, not simply reacting to whatever comes your way. Upon your approval, your financial plan is implemented.
Our work does not end with implementation. The fourth step is vital to any plan. It calls for monitoring and ongoing review of the investments and plans that have been established on your behalf. We accomplish this by routinely monitoring your accounts, meeting with you periodically to update your plan, and keeping abreast of positive and negative factors that emerge in our changing economy. You can depend on us to ensure your plan is optimized as you navigate through your financial journey.
Life is a journey with changes that come no matter how well we plan. Keeping assets balanced is the key to pursuing long-term wealth accumulation. This final step assesses where you are today in pursuing your goals and what additional steps or changes may be required to keep you on target to achieve your goals. Whether it is re-balancing your investments or making adjustments due to tax law changes it is important that we review these items as you and your family move through the various stages of life.
*Investing involves risk including loss of principal. No strategy assures success or protects against loss. Re-balancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.