Everyone knows that any journey starts with the first step. But when it comes to finance, most people are not sure how to take that first step. We are here to help you take the first step - and we'll be on your side, every step of the way.
DOME 4 Step Planning Process
We care about your future, and it's important to us that you have trusted and valued adviser for life. We do this by using our unique four-step planning process.
Our 4 step Planning Process ensures you are getting the right advice giving you Financial Confidence.
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Everyone knows that any journey starts with the first step. But when it comes to finance, most people are not sure how to take that first step. We are here to help you take the first step - and we'll be on your side, every step of the way.
1. DIAGNOSIS
We determine your current position.
2. OBJECTIVES
We establish your goals and direction. Where do you want to go?
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3. METHOD
We formulate a strategy and provide written recommendations addressing the issues and concerns raised during the initial discussions.
4. EVALUATION
We provide ongoing personal care and review your circumstances to ensure your plan continues to meet your goals and objectives.