Who We Serve:
The Client Experience
What David Does
As a former journalist, David likes to get to know new clients the same way that he would get to know a source for a news story. The first meeting focuses largely on getting to know his clients, understanding what is important in the story of their life, and what direction they hope to head in the next chapter. However, the deeper purpose is to find the color and subtext between the lines and understand what makes that client tick. Knowing what is important to a client is only half the battle. It is only once David understands why those things are important to that client and just how important they are that he can connect with clients on the deepest level and provide them his best services.
Please see our guide on preparing for your first financial planning discussion for a list of helpful items to bring with you to your first meeting with David.
David's Process
David adheres to the Financial Planning Process as published in The CFP Board Code of Ethics and Standards of Conduct. Please hover over each circle to learn more about each step in the process.
4. Developing the recommendation
1. Understanding
the client's
circumstances
2. Identifying and
selecting goals
3. Analyzing the client's course of action and potential alternative courses of action
5. Presenting the financial planning recommendations
6. Implementing the financial planning recommendations
7. Monitoring progress and updating
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