Designed for you
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations.
Getting to know you
We believe that we both need to get to know one another before either parties commit to a financial planning partnership. Our icebreaker call is meant to do just that! We'll have a casual conversation about what you want to achieve, and how financial planning can help you reach those goals.
Getting organized
Once you become a Dash Capital client, we kick off the planning process! We'll gather information to understand where you are now, and where you want to go, to start clarifying your goals.
Crafting your plan
Your financial plan will be custom-crafted to your unique goals, values, and needs. We'll crunch the numbers to put together a comprehensive path to financial wellness - as defined by you.
Designing Your Blueprint
A ship's bluepriint serves as a model or a guide for it's design when shipbuilders start crafting each peiced. In the same way, your plan is like your financial blueprint that you can work from as you start taking the specific, strategic actions required to reach your goals. Together, we'll work through your plan, answer all your questions, and give you guidance at every turn.
Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.