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.