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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

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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

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Next, we'll formulate a plan that is custom-tailored to your unique financial and lifestyle goals.

STEP 3:

STRATEGY

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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

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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

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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.

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IT'S ABOUT YOUR LIFE, NOT JUST YOUR MONEY

TAKE ACTION TOWARDS FINANCIAL POWER