7424 Victor Mendon Road
In Your Corner
Our Family CFO program gives you the coaching you need to navigate all of life's financial decisions
Our advisors act as fiduciaries and are held to the highest standard of care
We believe that clients deserve more than just an advisor, they deserve a team
Life is full of ups and downs. Protecting you family and your assets with the right insurance solutions is the foundation to a strong financial plan.
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations.
No two financial situations are the same. Here's the steps we run through to custom tailor a financial solution for 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.
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.
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.
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.
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.