Trust the Process
From the start, the ‘DIME’ process includes:
The opportunity for prospective client and ZWA CFP® professional to dialogue about potential engagement.
Time to roll up the sleeves and get to work. Client is responsible for all documentation and financial desires/goals, while ZWA CFP® professional needs to listen, gather information, internalize, and begin the framework construction of clients Comprehensive Plan.
With ⅔ to ¾ of Comprehensive Financial Plan developed, client and ZWA CFP® professional go through, examine, correct all pertinent information, setting the stage for final modifications and eventual client presentation.
Client and ZWA CFP® professional gather to go through the finished Comprehensive Financial Plan, featuring Short and Long Term Recommendations. This concludes the ‘Design’ part of the ‘DIME’ process, leading directly to ‘Implementation’ through Client’s trusted allied professionals with ZWA CFP® professional coordinating activity, with Client’s best interest, always in mind and action.
As recommendations become reality, the ‘DIME’ process shifts to overall ‘Monitoring’ of the Comprehensive Financial Plan’s effectiveness and progression. Regularly scheduled quarterly virtual, phone, or in-person meetings assist in staying current with the client’s financial situation, when ‘Evaluating’ for growth of client’s Net Worth, the ultimate measurement. No matter if assets go up, liabilities go down or a combination, Net Worth determines success for the client and ZWA.
Ready to schedule your Exploratory Meeting?