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DWM Wealth Builder Proven Process

60 Minute Discovery Meeting

Talk about you & about us.

Explain how we work.

Our tools & process.

Obstacle Analysis

Gather statements & policies. Complete & design written goal plan. Run your risk number, investment, & protection analysis.

Strategy Presentation

Present your goal plan based on your Risk Number, your 3 Bucket Approach, & your protection plan.

Strategy Implementation

New accounts are established & funded.

Confirm titling & beneficiary information.

Strategy Review

Plan summary, establish online access, review statements, next steps.

Planning & Investment Review

Review life changes, goals, forward planning, portfolio review/balancing.