Financial Planning

Without a Plan, How Do You Know Where You’re Going?

Planning for the future isn’t just about saving as much money as you can. You need a goal and milestones along the way to make sure you can fund the life you want. Our financial planning process is centered on you—your interests, your plans, and your goals.

Your Values

What matters most to you? Who matters most to you? If money wasn’t a factor, how would you want to spend your time?

Your current financial picture

We will look at all of your assets & liabilities—house, debts, accounts, investments, and other assets—to form a comprehensive picture of your current finances.

Your short-term goals

What do you want to accomplish in the next five to ten years? Pay off debt? Save up for a down payment for a house? Buy a new car?

Your long-term goals

What do you want retirement to look like? When do you want to pay off your house? How will you pay for your children’s college?

Your risk tolerance

How comfortable are you riding out the inevitable dips of the markets? Would you be able to hold your assets in case of a market drop?

With those factors in mind, we build a financial plan that reflects you—your finances, your goals, and your tolerance for risk—then we work with you to customize an investment plan and portfolio.

Getting Started

My family is just getting started in the professional world and we need help planning for big expenses.

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Nearing Retirement

I’m nearly ready to retire, and I need a guide who knows all of the ins-and-outs of retirement planning to help make the most of my money.

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Loving Retirement

I already retired, and want to make sure my money lasts as long as I need it to, and my estate is with people I can trust.

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The Partner Program

The Partner Program was created to give individuals who are still building wealth access to top-tier financial planning and investment strategies, even though they might not have the higher asset level of retirees and high-earning professionals. People accepted into the Partner Program may not otherwise qualify as a DWM client due to our minimum asset requirements. Members of the Partner Program receive the following:

  • Access to a dedicated Portfolio Manager backed by a team of investment professionals
  • Financial planning and strategy meetings
  • A customized investment portfolio designed with your goals in mind
  • Credible resources dedicated to financial education for consumers
  • A trusted partner to provide you with sound advice and guide you on your financial journey

Space in the Partner Program is limited, so save your spot today.

Join the partner program