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Discover your Wealth with the Davis Nerman Wealth Group
We appreciate that you have worked hard to attain your wealth — and we know that your goals and objectives are equally as important. We also know that managing your wealth can be complex and time consuming. In today's financial world, all areas of your wealth planning are connected. Your current budget impacts your estate planning, your insurance strategies have tax implications and your investment choices effect your retirement plan. While most people view each area of their financial lives separately, we believe that you cannot plan in a vacuum. Instead, we take a holistic approach to planning. We want to help you navigate any financial opportunity or challenge you may face. We want to be the first call you make when you have a financial question. We call our process "Wealth Discovery" and it begins by exploring your current financial picture. From there, we create your personal Wealth Discovery Plan by focussing on these main planning areas: Financial Planning Investment Management Risk Management Tax Planning Estate Planning Once your plan is created, we work with you to implement your plan. After that, we continuously monitor and meet with you to update your plan. Our planning is not an event, but ongoing. Wealth Discovery for Professionals At Davis Nerman Wealth Group, we understand that professionals have unique planning opportunities and challenges. Come learn more about our Wealth Discovery process for professionals by clicking here . Wealth Discovery for Professors Professors are another group that have unique planning opportunities. Come learn more by clicking here . Assante Private Clients
View published source ↗Step 3 - Implementation
Once we have a plan in place, we will work with you to implement your plan. We can address many of our recommendations within our team, but if there is ever a need to have something implemented outside of the Davis Nerman Wealth Group, we will work with your existing professionals to implement the strategy. If you do not have an existing professional in that area, we can help find you one that can address your needs.
View published source ↗Step 2 - Planning
Once we have collected all of your information, we analyze the information to build your Wealth Discovery Plan. Your Wealth Discovery Plan includes a number of individual planning models. Depending on your circumstances, we generally start with our Financial Plan. We often refer to the Financial Plan as the foundation to our planning, as it allows us to personalize our recommendations in your Investment Management Plan, Risk Management Plan, Tax Plan and Estate Plan.
View published source ↗Step 1 - Discovery
We start our Wealth Discovery by learning as much about you as possible. After all, the best advice comes when we can see the full picture. Our discovery process almost always involves discussions, document review and filling out our "Explore your Wealth" Questionnaire. We are not just trying to learn about what you own, but also what is important to you. What are your goals and objectives? What keeps you up at night? What are your plans for the future?
View published source ↗Step 4 - Monitor
We understand that life is busy and some areas of your Wealth Discovery Plan may not always be top of mind. On the other hand, planning is not static and needs to be monitored. Your circumstances are continuously evolving and tax rules and investment choices are constantly changing. It our job to monitor your situation and advise you if any changes to your Wealth Discovery Plan are necessary.
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