Wealth Management and Planning
A Vision Document helps to clarify goals. It acts as a reference point to ensure that goals are understood by the clients and the advisors. Being crystal clear on your vision/goals makes it easier to prioritize and develop a plan focused on achieving those goals.
~ Michael Lee-Chin
A Roadmap is the foundation of the plan and prioritizes each topic as we work towards the larger goals on the Vision Document. By prioritizing less time is spent and more is accomplished.
Each meeting focuses on one topic and accomplishing that step taking you closer to your goals.
Comprehensive Family Wealth Management
Financial planning is typically thought of as a report generated by a program that provides information in a number of areas based on a number of assumptions. At DFS Private Wealth we take a comprehensive approach to our planning ensuring that all aspects of Family Wealth are constantly reviewed and are all working together.