Our fundamental belief is that when it comes to creating a vision for your wealth, you possess your own best answers. You simply need to be asked the right questions by a compassionate listener, one who guides you through a process that expands perspective and opens new doors.
Through our DVB Discovery & Discernment Process our goal is simple –
To provide clarity so that you can make decisions confidently.
The DVB Discovery & Discernment Process aims to provide clients with a structured and supportive environment to explore their goals, values, and desires.
During Discovery, we will engage clients in conversations to help them articulate their needs and aspirations. This will involve asking thought-provoking questions, conducting assessments, and encouraging self-reflection. This process allows clients to gain deeper insights into themselves, their intentions, and areas of importance.
Discernment involves evaluating various options and considering potential outcomes. Clients may weigh the pros and cons of different paths and explore alternative approaches. This phase often requires careful consideration, open-mindedness, and a willingness to explore new possibilities.
Overall, the DVB Discovery and Discernment Process is designed to empower clients by providing clarity, fostering self-awareness, and aiding informed decision-making aligned with values and aspirations. It can be an exciting and transformative journey, enabling individuals to gain a clearer sense of purpose and direction in their personal and/or professional lives.
Being that our firm is rooted in planning, our clients stem from diverse backgrounds. We take pride in our ability to engage the unique circumstances that many face when more traditional advisors cannot.
Whether due to a rise in earnings capacity or recent inheritance, emerging wealth families face a unique set of planning needs. For many, this process serves as the first assessment of financial condition, short- and long-term goal planning, and risk evaluation. It will lay the foundational blueprint for future earnings and family planning decisions.
Planning Topics Addressed
The transition into retirement will be one of the most impactful decisions of your lifetime. Many face the thought of retirement with apprehension and uncertainty regarding not only their finances, but also the lifestyle changes that retirement can bring on. The goal of our retirement transition process is to provide clarity around the many questions that pending retirees face so that decisions can be made confidently and provide for a fulfilling post-retirement life.
Planning Topics Addressed
Throughout your life you have witnessed the impact your wealth has had on those around you. These benefactors may have included family members, friends, employees, or charities, among others. You used careful consideration to ensure your wealth had a positive impact on those it touched. This same consideration is paramount when it comes to the outright transfer of your wealth, whether that be during your lifetime or after. This process is designed to address these critical issues to ensure a smooth and successful transfer of assets and preserve the family’s intent and legacy.
Planning Topics Addressed
The financial services landscape is littered with experts of asset management, insurance, tax, legal, among many others. Expertise in itself is not hard to find. We believe that our true value lies in the structure of how we work for you.
WE UNDERSTAND. WE RELATE. WE PARTNER.
Our goal is to understand you so deeply that we can develop the right plan, that pulls in the right experts, at the right time, to provide you with the clarity that you need to make the right decisions for you and those that matter most. That is our value to you, and we take that very seriously.