Financial Plan

Based on the results of the data collection process, the DWA team creates a customized, holistic financial plan that presents actionable findings and recommendations. Cindy organizes these findings and recommendations around the client’s “themes” – his or her priorities, goals, and values – and highlights the gaps and opportunities in the client’s current planning to help achieve the financial and personal objectives of the family as a whole. This plan provides the foundation on which DWA and the client can build the critically important implementation strategy and maintenance plan.