Our Process
1
Introductory Overview
We do a lot here at Dominion, so this meeting is designed to explain everything. We'll get to know you and your family's unique situation, and you'll get to know us and more about what we can offer. At the end of this meeting, if you would like to take advantage of our services, we'll collect the necessary data and schedule a financial consultation.
2
Financial Consultation
We've gotten to know you, your goals, and your current financial situation. Now it's time for our recommendations.
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Plans will vary significantly from client to client, but will generally include help with budgeting, life insurance polices, and how to allocate your discretionary income towards savings, debt, and retirement.
3
Financial Follow-up
We can't always get everything done during your financial consultation, so we may set a follow-up meeting to cross t's and dot i's.
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This type of meeting is also available for any client for any reason: annual check-ups, questions about 401(k) allocations, significant financial changes, etc.