Your Free Assessment
We have designed this process to give you (and us) a framework for making an educated and informed decision about working together. Of equal importance, you will finish this process knowing exactly where you stand in the five key areas of financial success.
For people who are potentially a good fit for our firm, there is no cost or obligation for this process. We want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.
Step 1 - Initial "Fit" Call or Virtual Meeting
Before committing your time or ours, this 15-minute zoom meeting will give us both a chance to make sure your situation matches our expertise. After all, you wouldn't see a heart surgeon if you needed hip surgery.
If we aren't a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.
Step 2 - "Getting Clear" Virtual Meeting
Prescription without evaluation and diagnosis is malpractice. The goal of this meeting is to get clear on your goals, concerns and unique financial situation. Prior to this meeting we will send you a short questionnaire and a secure link to upload documents so we can get a good understanding of your financial situation.
Your answers to our questions, along with the documents we request, will guide our analysis. This will result in clear answers to your most critical questions.
Step 3 - Our Analysis
This is where we analyze and strategize for you.
We will apply decades of experience and thousands of hours of training to develop a "Blueprint" of your financial framework (this is what we call your custom built financial plan). The blueprint will address the following areas:
When can you afford to retire?
Are you overpaying your taxes?
Can your investments be improved?
Can you eliminate, or at least reduce, threats to your financial situation?
Step 4 - "Blueprint" Meeting
This is where the proverbial rubber hits the road.
During this meeting we will explain 1) what you need to do to achieve your financial goals, and 2) how we can help. The "blueprint" that will be delivered to you is like an executive summary of your financial plan.
At the end of this meeting we will ask you if you would like to begin working with our firm or if you would like to sleep on it.
Step 5 - Sleep on it
Having been in business for a long time, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:
Do I like/trust/respect the team at DWMS?
Will the benefits they provide exceed their cost?
Do I understand and agree with their philosophy?
Do their recommendations make sense to me?
Step 6 - "Let's Go" Meeting
During this meeting we will answer any remaining questions you have and walk you through the next steps to become a client. Prior to this meeting we will send you a detailed explanation of these steps and answer all of your questions and concerns.
While we would love to work with you, if you decide that it's not a good fit we will wish you all the best and every success. In other words, there is never a hard sell or pressure to say yes.
Who We Work With
Retired or close to it
We specialize in people who are retired or within 10 years of retirement.
Our clients tend to be folks that have lived within their means and have built a nest egg of at least $750,000.
Delegators looking for long term advice
Our clients understand that the success of their financial future is too important to be doing it themselves, and they understand the value of having expert guidance for their planning, investing and tax needs.