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Dunlap & Associates

Our Process

The Financial Freedom Path™

 

Step One:
THE PRIORITY FOCUSER

In the first step of our process, we will meet to explore your financial priorities and discuss your personal goals and dreams. In turn, we will provide an overview of our Financial Freedom Path™ and philosophy.

Step Two:
THE FINANCIAL FREEDOM PLAN

In this step, we present the best options for your financial plan. Together, we walk through the implementation elements for each strategy, complete the necessary paperwork, and set up required accounts.

Step Three:
THE IMPLEMENTATION SCHEDULE

Following your plan's approval, implementation is carried out with careful attention to detail. Knowing the complexities involved with a plan's execution, we proactively update and review progress with clients during the course of this step.

Step Four:
THE PROGRESS UPDATE

We meet periodically throughout our relationship and reconnect about progress with you. Our conversations focus on your personal well being, portfolio performance, and any changes in the strategies needed to achieve your goals.