A Planning & Wealth
Management Firm

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.

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

• Family Dynamics
• Lifestyle Goals
• Financial Management
• Debt Structure
• Risk Assessment & Mitigation
• Tax Planning
• Estate & Trust
• Philanthropy & Giving

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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

• Financial Planning
• Pensions & Social Security
• Healthcare Coverage & Medicare
• Income Replacement
• Investment Management
• Tax Planning
• Asset Protection & Long-Term Care Planning
• Estate & Trust

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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

• Wealth Protection
• Succession Planning
• Estate Planning
• Trust Utilization
• Tax Strategy
• Philanthropy & Giving
• Fairness & Equality
• Next Gen Education & Communication

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