A deliberate and methodical process is critical in developing an appropriate planning strategy to help you meet your goals. This multi-step process is designed to logically assess your current financial planning status towards deciding what adjustments need to be made for your best interests. You will note that it is not only important to develop a plan but also to review judgments and decisions on an ongoing basis. Too often investors, develop a plan on a one-time basis and fail to adjust as needed. This can be a mistake as conditions and regulations change. The planning process is just that - a process. Destination Wealth Management would be happy to help you develop a strategy and consistently monitor this plan on an ongoing basis. Remember, the planning services provided by DWM are provided without cost to investment clients.
BALANCING YOUR WEALTH