1. Are We A Fit? 

Initial Phone Meeting - Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all you wouldn’t see a foot doctor if you needed heart surgery. 

If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs, we’ll also give you our notes and recommendations. 

2. Getting Organized 

First Office Meeting (Virtual) - The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. Prescription without evaluation and diagnosis is malpractice.

Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in plain-English answers to critical questions.

3. our analysis

This is where the magic happens!

We will apply our experience, thousands of hours of training and mentoring by the industry’s top experts to answer the following questions:

• How can you get the life and retirement you desire with the money you have?

• Are you overpaying your taxes?

• Can your portfolio be improved?

• Can you eliminate, or at least reduce threats to your retirement?

4. recommendations 

Second Office Meeting (Virtual) - This is where the proverbial rubber hits the road.

During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the questions we asked during our analysis.

This is where you will see how our firm can improve your finances.

At the end of this meeting, we will ask if you would like to begin working with our firm, we are in no rush for you to decide. 

Prior to deciding whether we should work together, you will want to answer the following questions.

• Do I like/trust/respect the team at Dream Builders Financial?

• Do I understand and agree with their philosophy?

• Do their recommendations make sense to me?

5. Monitoring Your Progress

We don’t just walk away, either. We perform periodic evaluations to make sure that you’re meeting your performance benchmarks, and we continually optimize the plan to achieve your goals.