Broker Check

Our Process

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Take the First Step

Step One - Meet & Greet

During our initial meeting, we take the opportunity to get to know you and give you a brief background of who we are. This meeting allows us to establish a foundation of trust and build a strong client-advisor relationship from the start.

Step Two - Discovery Meeting

In this in-depth meeting, we delve into what is truly important to you when it comes to money. We focus on understanding your relationship with money, your family values, and how you currently manage your finances. This meeting can be emotional and highly personal, as we aim to uncover your unique financial aspirations and concerns.

Step Three - The Great Gathering of Papers

If we mutually decide that working together is a good fit, we will request to see "everything that touches money in your life." This includes bank statements, investment accounts, mortgages, and any other relevant financial documents. By gathering this comprehensive information, we can gain a holistic view of your financial situation.

Step Four - Financial Planning Meeting

Armed with the insights gained from our previous meetings and the information you've provided, we will present a comprehensive financial plan tailored to your specific goals and aspirations. Utilizing our state-of-the-art software, we will develop a strategy that aligns with your financial objectives, ensuring a clear roadmap for your financial future.

Step Five - Investment Management

If investment management is determined to be necessary for your financial goals, we will assess your risk tolerance and schedule a separate meeting dedicated to defining your investment goals. Based on this information, we will create an investment strategy that best suits your needs, ensuring that your investments align with your overall financial plan.

Step Six - Annual Review Meetings

We believe in the importance of ongoing communication and maintaining a proactive approach to your financial well-being. Therefore, we commit to at least one annual review meeting per year to assess the progress of your financial plan, review any changes in your circumstances, and make any necessary adjustments. Additionally, we are always available for additional meetings as needed, ensuring that you have the support and guidance you require throughout your financial journey.

At Dunnigan Financial Group, we are passionate about helping you achieve financial success and securing a prosperous future. Contact us today to schedule a consultation and experience the difference of a trusted partner by your side. We look forward to working with you and your family

Contact Us Today