At Jordan Dechtman Wealth Management we use a systematic consulting process for identifying your financial goals, and for designing and implementing appropriate solutions to help you achieve those goals. When it comes to achieving your goals, you are best served by a deliberate financial planning process that begins before we ask you commit to a long-term relationship with us.
It starts with an initial consultation focusing on you and your life. We will discuss your values, personal and professional goals and relationships, assets and interests. In addition, we will ask you to share your thoughts on questions such as; What does financial success look like to you? What resources do you have? What challenges do you face? Your responses to these questions and the information which you share will serve as the basis for an investment plan meeting where we will present you with a strategy document, which includes a recap of our initial consultation and will include a proposed investment plan. Based on your input, we will adjust the investment plan as needed. At this point we work together to decide whether the strategy we have presented makes sense for you. If it does, we proceed.