Trust the Process
Design
The Comprehensive Plan
Implement
Short & Long Term Recommendations
Monitor
Client's Entire Financial Situation
Evaluate
For Performance, Life Changing Events and Unexpected Curve Balls
From the start, the ‘DIME’ process includes:
Exploratory Meeting
Meeting Length: 30-45 minutes
Exploratory Meeting
Meeting Length: 30-45 minutes
The opportunity for prospective client and ZWA CFP® professional to dialogue about potential engagement.
Data Gathering Meeting
Meeting Length: 60-90 minutes
Data Gathering Meeting
Meeting Length: 60-90 minutes
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.
Rough Draft Meeting
Meeting Length: 45-60 minutes
Rough Draft Meeting
Meeting Length: 45-60 minutes
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.
Final Presentation Meeting
Final Presentation Meeting
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.
Relationship Meeting
Relationship Meeting
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?
