|
The Financial C.A.R.E. Program is a powerful process that translates both the personal and financial needs of each client into a wealth management strategy. Utilizing this approach to planning ensures that our client's objectives become a reality.
Commitment
Our service is structured around a meaningful understanding of our client's values and personal goals. We follow a disciplined approach to wealth management that ensures you will always receive objective advice personalized to your stated goals.
Attitude
Our success stems from the success of our clients. By partnering with our clients, our team of professionals provides a clear, simplified approach to investment and wealth management, all communicated through regular meetings, as well as with written and verbal correspondence.
Responsibility
Education and innovation are priorities for the Jordan Daiter Wealth Management Group. By staying on top of economic developments and new financial strategies, our clients can be assured that they always receive the very best financial advice available.
Experience
With over 30 years of industry experience, our group has the fortitude and knowledge to help with any issue. Our ratio of professionals to clients is among the highest in the industry affords us the ability to spend more time with each client.
|
| The Financial C.A.R.E. Process
1. Goal Setting Session
Identification of specific life and financial goals. Clarification of personal values to guide future decisions.
2. Financial Assessment Exercise
Comprehensive review of existing plans and strategies including, assets, liabilities, insurance, estate and tax plans.
3. The Alignment Plan
Development of a personalized financial plan based on the results of steps 1 & 2.
4. Solutions & Recommendations
Specific investment recommendations outlined and services plan created.
5. Putting it all Together
Monitoring and review of current goals and investment strategy.
6. Continued Commitment
Consistent monitoring for ongoing fact-finding and regular progress assessments. |