The Dunncreek Process

Every client who begins a relationship with Dunncreek Advisors can expect unique and customized experience, but all can expect the following:

The Dunncreek Advisors Process during the first year will include:

• I identify and prioritize your objectives
• I gather information on where you are and where you want to be.
• I analyze the situation and agree and a strategy that fits client needs.
• I propose a plan of action that will put the strategy to work and move the client toward their goals.
• I implement the action plan and review at six months to assess progress.
• I continue to implement and monitor through month 12 and then review Year One progress.

In following years clients can expect:

• Annual review of progress and confirmation of the client’s next priority objective.
• Set checkpoints for the year ahead and touch base as needed.
• Review again at year end.
• Repeat.