Our Process
For those who are retired and a good fit, overpaying taxes on retirement accounts is one of our biggest concerns. Therefore, we look for potential clients who also have concerns about the tax consequences of their retirement savings. These retirees we can help the most.
Below is our step-by-step process for prospective clients. By the end of it, you’ll be able to make an educated and informed decision about our firm.
Step 1 – Phone Call
You wouldn’t want a Cardiologist to conduct your Knee Surgery.
Before committing your time to meet, we’ll have a 10-minute call to make sure our firm is a good fit.
If your situation matches our expertise, we’ll ask you to come see us.
If we aren’t a good fit, we will gladly introduce you to a firm who is better suited to your needs.
Step 2 – Initial Visit (Office)
When was the last time your Financial Advisor looked at your Tax Return?
One of the items we require you bring is your last year’s tax return. We will also ask you questions about what you would like to accomplish together.
Your answers, along with our review of your financial documents, will give us the information we need.
Step 3 – Our Analysis
We call this Common-Sense Financial Planning.
We will apply years of experience, training and mentoring by the industry’s top experts to answer questions, such as:
- Are you paying more in taxes than you need to be?
- Is anything missing in your estate plan?
- Does the current asset allocation make sense?
Step 4 – Follow Up Visit (Office)
Investments are a matter of opinion; Taxes are a matter of fact.
In this meeting you will see exactly how much our firm will reduce your taxes if we work together. You’ll also be given a Financial Action Checklist outlining the steps to take to achieve your goals.
Step 5 – Think it Over
We are in no rush for you to make a decision. Consider these questions:
- Does the team at Dallas Financial Planning have/show integrity in what they do?
- Is the value they provide greater than the fee they charge?
- Do I understand how they invest?
- Do their recommendations make sense?
If you decide to become a wealth management client, we will onboard you and get started immediately.
If this process makes sense to you: