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