The Planning Process We take a comprehensive approach to creating a customized financial plan using a six step process.
We begin by understanding your current financial status. We discuss your status and understand your current approach. We want to learn about you. What you have done to this point and where you are headed.
Next, we want to understand your goals. Are you interested in retiring early, savings for a vacation property, creating a legacy for future generations, or whatever you choose. We help clarify those goals.
Then, we evaluate what steps are needed to help achieve your goals and develop a comprehensive plan. This process considers your goals and objectives as well as current financial status.
As a fourth step, we develop a proposal which is customized to your goals and incorporates the resources available to achieve them.
We implement your plan in the subsequent step. This includes a comprehensive action plan to work towards your stated goals.
Lastly, we continue to work with you on an ongoing basis, making changes to your plan as market conditions dictate or should a life event occur such as new job, promotion, etc. Futhermore, we modify your plan depending on the fiscal and economic environment to ensure your plan continues to be on course.
We begin working with you during an introductory no cost or obligation financial review. After this initial consultation, you can decide if our services may be of benefit to you. Even if you already have a plan, we are happy to provide a second opinion.
Our investment philosophy uses a solutions based approach to meeting our clients' objectives.
Important Disclosure Information Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Diversified Asset Planners, Inc. are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.
*Securities offered through J.W. Cole Financial, Inc. (JWC), Member FINRA/SIPC. Advisory services offered through Jonathan Roberts Advisory Group, Inc. (JRAG). Neither JWC/JRAG nor its Representatives provide or offer tax/legal advice. Non-securities products and services are not offered by JWC/JRAG. JWC/JRAG is not affiliated with Diversified Asset Planners.
**Diversification neither assures a profit nor guarantees against loss in a declining market. www.finra.org and www.sipc.org.