OUR PROCESS
THE DOMINION WEALTH MANAGEMENT
5-STEP PROCESS
Every DWM relationship begins with our 5-step planning process, designed to clearly identify your financial goals, and develop a comprehensive, tailor-made financial plan to confidently pursue them.
STEP 1:
DISCOVERY
Our process begins at our initial meeting. We'll get to know one another and focus on your specific needs, expectations, and your financial goals.
STEP 2:
DESIGN
Next, we'll formulate a plan that is custom-tailored to your unique financial and lifestyle goals.
STEP 3:
STRATEGY
During this phase, we'll educate you on the financial strategy we've created just for you. We'll share our detailed reasoning and provide you your custom financial roadmap.
STEP 4:
IMPLEMENTATION
The primary objective of this phase is to implement your custom-tailored strategy by means of constant communication. We'll also set up your online portal and sync your information and accounts.
STEP 5:
MANAGEMENT
We'll actively monitor your portfolio accounts on a regular basis and make any changes necessary to ensure your strategy's progress relative to your financial and lifestyle goals.
