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Our Process
Our Clarity and
Confidence Process
Using our awesome Clarity and Confidence financial planning process, as well as numerous tactical processes, we provide an integrated and comprehensive suite of dynamic financial, estate, and tax planning, as well as goal-oriented investment and insurance advisory services designed to help you maximize the impact of your financial potential during your lifetime and create an epic ongoing legacy.
1. The Right Fit Meeting
This is our opportunity to get to know each other! We will share our core values, fee structure and planning process. We aim to assess if your goals align with our firm’s expertise.
5. Ongoing Reviews
Our team takes great pride in ensuring a personalized and responsive experience. Our process offers systematic plan reviews, updates and re-evaluations. Our goal is for you to have clarity and confidence in your future.
4. The Delivery Meeting
This 2 hour meeting’s goal is to gain clarity on your current financial position, confidence in your envisioned future goals, and the actionable steps required to bridge the gap between the two. After you take the time you need to contemplate the recommendations, our team will provide you with a top-notch experience in executing your plan.
2. The Discovery Meeting
Buckle up and get ready for some fun as we sit down for 2 hours to collaboratively cast a future vision of the world you intend to live in! You will leave our office feeling excited about our next steps together.
3. Analysis
Our team will carefully analyze your present financial situation and evaluate in context to your envisioned future goals. This analysis culminates with the creation of a blueprint.
1. The Right Fit Meeting
This is our opportunity to get to know each other! We will share our core values, fee structure and planning process. We aim to assess if your goals align with our firm’s expertise.
2. The Discovery Meeting
Buckle up and get ready for some fun as we sit down for 2 hours to collaboratively cast a future vision of the world you intend to live in! You will leave our office feeling excited about our next steps together.
3. Analysis
Our team will carefully analyze your present financial situation and evaluate in context to your envisioned future goals. This analysis culminates with the creation of a blueprint.
4. The Delivery Meeting
This 2 hour meeting’s goal is to gain clarity on your current financial position, confidence in your envisioned future goals, and the actionable steps required to bridge the gap between the two. After you take the time you need to contemplate the recommendations, our team will provide you with a top-notch experience in executing your plan.
5. Ongoing Reviews
Our team takes great pride in ensuring a personalized and responsive experience. Our process offers systematic plan reviews, updates and re-evaluations. Our goal is for you to have clarity and confidence in your future.
Protect and Maximize the Impact of your Wealth
You may know some people who seem to magically turn everything they touch into pure gold, while others may spend a lifetime working diligently with little to show for their efforts. You may see your ultimate destination, but the steps for getting there are often less obvious.
At Demboski & Chapman, we believe that successfully reaching your personal financial goals requires a meticulously studied view of your financial landscape, integrated advice, and a customized plan that epically manages not only opportunities but also challenging risks you may encounter.
