Here’s a brief overview of what you can expect when you work with us:
First, we really want to know what prompted you to reach out. Are you approaching retirement and concerned about your investments, a business owner frustrated about taxes, a soon-to-be new parent, or someone looking to get a handle on your debt? Often it’s more than a single thing, but this helps us understand what you want to accomplish and the best way for us to help. We really want to clarify your concerns and define what success in each of those areas would look like to you.
Second, we want to talk about what your financial situation. These discussions center around concepts like saving and spending habits, what insurance coverage you selected, income and debt levels, and any planning you have done in the past. Don’t worry, these don’t have to be exact answers. If you can’t remember if you have $5,000 or $6,000 of credit card debt, that’s ok. This allows us to identify where your biggest financial risks lie and how we can provide the most value.
Third, we discuss Daviman Financial and the methods that will be most effective in addressing your concerns. Our founding principles of independence, transparency, and continuous improvement are integral to our approach and help shed light on why we do things the way we do. We will introduce our team approach and let you know what you can expect from us as a partner in your financial plan. Finally, we will outline the type of planning agreement and resources necessary to analyze and design solutions to your financial concerns. Costs, timelines, and next steps will all be discussed in advance so you’re never left guessing.
We never put time limits on our meeting so you are always welcome and encouraged to ask as many questions as you like. Open communication is the key. If you have a concern you need help with please don’t hesitate to contact us and walk through the steps yourself.