At Danielson Group Wealth Management we are passionate about providing our clients with the highest level of wealth planning services through the creation of a trusting, long-term relationship.
Our commitment to your financial success and well-being is reflected in our unique consultative approach and client-centered process.
To ensure we are consistently adding value to our clients' overall financial plan we have developed our personal CFO process that continually aligns our ongoing advice and recommendations with your unique financial situation.
Our Consultative Approach:
Discovery Meeting - discovery leads to clarity
The main objective of the Discovery Meeting is to learn more about your financial objectives, personal values, and key financial concerns. During our meeting we will also review your key financial information to help us learn more about your overall financial situation. Towards the end of our meeting we will share our core values, who we are, how the financial services industry works, and how we receive compensation. Together, we will also determine if there is a mutual fit and if we can add value.
We believe that prior to making any major life or financial decisions, it is important to first understand your financial personality, since human behaviour impacts every aspect of building your successful financial plan so we will also walk through our Financial DNA process.
As part of our value guarantee, we follow up our Discovery Meeting, within 24 hours, with a Discovery Summary letter. This letter will provide you with a succinct, accurate account of our meeting, including:
- What you are looking for in an advisory relationship
- Concise summary of your personal and financial goals
- Clear snapshot of your net worth, cash flow and expenses
- An estimate of our first year planning fees should you decide to engage our services
- A list of action items for you to complete prior to our next meeting
- A high level overview of our next meeting
