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