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Our Financial Planning Process

Our Financial Planning Process

Our Financial Planning Process

As part of our effort to ensure that we understand our clients’ unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined four-step financial planning process.

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Phase I - Discovery

We begin this stage during our initial meeting where we get to know one another.  We focus on your current situation and whether the economy has impacted you in ways we may want to know about. All clients are asked to complete expense worksheets before meeting with a member of the Davis Wealth Management Team.

Phase II - Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Phase III - Implementing

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV - Monitoring & Adjusting

We monitor our clients' investment strategies on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

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Have a Question? We Are Here to Help!

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