My Process

I oversee a comprehensive approach to my clients financial independence.  I strive to make certain my clients believe they can sleep well at night, knowing there is a process in place, that is designed to meet their ever changing financial needs. Dave utilizes The Peace of Mind Formula, a process to address the critical financial events that occur as a client’s life unfolds and needs evolve.

The planning process begins with helping you clearly define your Vision for the future. 

  • What do you want? 
  • What would you like to see happen?
  • Where do you want to be?

Next we evaluate and assess your financial situation and look at your resources, i.e. assets, debt, cash flow, etc. Finally, we run financial projections to see where you end up based on your current course. 

Once we help you understand where you are, then we go about putting together a Plan to get you to where you want to be. We then Execute on the plan and begin implementing spending and savings targets as well as other tax and financial strategies. We Track and Report the results through regular calls and check-in meetings.