Experience the 3D Difference, where your Desire integrated with our Discipline and Determination equals the 3D Difference. The 3D Difference is developed by doing the right things, the right way, with the right people. Everyday!!!
At 3D, we help our clients to keep what the earn, grow what they keep, protect them both and more. We achieve this by listening to their concerns, addressing their issues, and analyzing and recommending strategies to design their financial lives.
OUR GOAL IS TO HELP YOU ACHIEVE YOUR FINANCIAL OBJECTIVE. TO THAT END, WE PLEDGE OUR KNOWLEDGE, OUR RESOURCES AND OUR DEDICATION TO INTEGRITY IN ALL WE DO.
Each of us has different personal financial needs, yet we share one goal: to make good financial Decisions.
Critical to our needs-based approach is our ability and commitment to listening and asking the right questions. We get to know our clients and to understand what is truly important to them. Our goal is to help you achieve your goals. To that end, we use the 3D process to help provide personal financial solutions.
The 3D Process of Planning consists of three essential steps:
Discover the goals, desires, objective and facts.
First, we clearly explain our services, process, and define both your and our expectations and responsibilities; the timeline for the process; and how decisions will be made.
Design the Plan.
Once all the data gathering and documentation have been collected, we will analyze all the information to assess your current situation, and determine what you must do to meet your goals. The Plan design takes several weeks for this diagnostic work and includes the analysis of your assets, liabilities, and cash flow; current insurance coverage, investments and tax strategies.
Deliver the Plan with Recommendations & Execute.
Once the plan has been developed, and the design is complete, it must be delivered for your review. During this delivery meeting, we will offer recommendations and understanding of them so you can make informed decisions. We will serve as your quarterback to coordinate your strategy to fulfillment. We will execute the plan and help you secure the recommended insurance, investments and retirement vehicles. Our clients are free to implement the plan recommendations with whomever they choose.
