David Schwandt, J.D., CFP®

CONNECT

Address:

701 4th Avenue South, Suite 1500
Minneapolis, MN 55415

Phone:

(612) 436-3755

Fax/Other:

(612) 313-7554

Seven Stage System®

A fee-based approach that enables us to create financial designs centered on client desires® while providing clients with a positive, memorable, and transformational financial planning experience.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


ENCOUNTER

Meeting our clients for the first time

Explore 

Exploring together whether we can be of help

Discover 

Gathering the information needed to conduct a thorough diagnosis

Model 

Facilitating the construction of a customized financial plan through our unique, interactive process

Launch 

Delivering the written plan and implementing the agreed-upon strategies

Refresh 

Reviewing and adjusting the plan regularly in light of an ever-changing financial landscape

Enrich 

Enhancing client relationships while guiding clients toward the fulfillment of their desires

 

©2005 David A. Schwandt

 

Download The PlanViser Seven Stage System®