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[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – Our Clarity and Confidence Process \u2014 10-07-25″ _builder_version=”4.24.0″ _module_preset=”default” custom_margin=”20px||||false|false” custom_padding=”20px||||false|false” locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row admin_label=”ROW – Our Clarity and Confidence Process (Margin-Top: 0px; Padding-Top: 0px;)” _builder_version=”4.24.0″ custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text admin_label=”HDR – Our Clarity and Confidence Process (Margin-Bottom: 10px; Padding-Bottom: 10px;)” _builder_version=”4.25.1″ header_font_size=”26px” header_2_font=”|800|||||||” header_2_font_size=”50px” text_orientation=”center” max_width=”700px” module_alignment=”center” custom_margin=”||10px||false|false” custom_padding=”||10px||false|false” header_2_font_size_tablet=”42px” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n
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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.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ disabled_on=”on|on|off” admin_label=”ROW – Our Clarity and Confidence Process – Infographic (DESKTOP)” _builder_version=”4.24.0″ custom_margin=”||0px||false|false” custom_padding=”||0px||false|false” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text admin_label=”HDR – 1 – The Right Fit Meeting” _builder_version=”4.24.2″ header_4_font=”|800|||||||” header_4_text_color=”#6b916d” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” border_color_bottom=”#6b916d” locked=”off” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”BDY – 1 – The Right Fit Meeting” _builder_version=”4.24.2″ text_font=”Darker Grotesque|600|||||||” text_font_size=”17px” text_line_height=”1.3em” custom_margin=”|0px|||false|false” custom_padding=”|0px|||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n
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.<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”HDR – 5 – Ongoing Reviews” _builder_version=”4.24.2″ header_4_font=”|800|||||||” header_4_text_color=”#6b916d” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” border_color_bottom=”#6b916d” locked=”off” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”BDY – 5 – Ongoing Reviews” _builder_version=”4.23.1″ text_font=”Darker Grotesque|600|||||||” text_font_size=”17px” text_line_height=”1.3em” custom_margin=”|0px|||false|false” custom_padding=”|0px|||false|false” locked=”off” global_colors_info=”{}”]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.[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/www.demboskiandchapman.com\/site\/wp-content\/uploads\/2024\/03\/IMAGE_OurClarityAndConfidenceProcess_2024-0328.jpg” title_text=”IMAGE_OurClarityAndConfidenceProcess_2024-0328″ _builder_version=”4.24.2″ _module_preset=”default” custom_margin=”||||false|false” custom_padding=”||||false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”HDR – 4 – The Delivery Meeting” _builder_version=”4.24.2″ header_4_font=”|800|||||||” header_4_text_color=”#6b916d” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” border_color_bottom=”#6b916d” locked=”off” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”BDY – 4 – The Delivery Meeting” _builder_version=”4.24.2″ text_font=”Darker Grotesque|600|||||||” text_font_size=”17px” text_line_height=”1.3em” custom_margin=”|0px|||false|false” custom_padding=”|0px|||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n
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.<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text admin_label=”HDR – 2 – The Discovery Meeting” _builder_version=”4.24.2″ header_4_font=”|800|||||||” header_4_text_color=”#6b916d” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” border_color_bottom=”#6b916d” locked=”off” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”BDY – 2 – The Discovery Meeting” _builder_version=”4.24.2″ text_font=”Darker Grotesque|600|||||||” text_font_size=”17px” text_line_height=”1.3em” custom_margin=”|0px|||false|false” custom_padding=”|0px|||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n
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.<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”HDR – 3 – Analysis” _builder_version=”4.24.2″ header_4_font=”|800|||||||” header_4_text_color=”#6b916d” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” border_color_bottom=”#6b916d” locked=”off” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”BDY – 3 – Analysis” _builder_version=”4.27.4″ text_font=”Darker Grotesque|600|||||||” text_font_size=”17px” text_line_height=”1.3em” custom_margin=”|0px|||false|false” custom_padding=”|0px|||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n
Our team will carefully analyze your present financial situation in context to your envisioned future goals. This analysis culminates with the creation of a blueprint.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”off|off|on” admin_label=”ROW – Our Clarity and Confidence Process – Infographic (MOBILE & TABLET)” _builder_version=”4.16″ collapsed=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/www.demboskiandchapman.com\/site\/wp-content\/uploads\/2024\/01\/IMAGE_OurClarityAndConfidenceProcess.jpg” title_text=”IMAGE_OurClarityAndConfidenceProcess” _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”||||false|false” custom_padding=”||||false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”HDR – 1 – The Right Fit Meeting” _builder_version=”4.23.4″ header_4_font=”|800|||||||” header_4_text_color=”#6b916d” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” border_color_bottom=”#6b916d” locked=”off” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”BDY – 1 – The Right Fit Meeting” _builder_version=”4.24.2″ text_font=”Darker Grotesque|600|||||||” text_font_size=”18px” text_line_height=”1.4em” custom_margin=”|0px|||false|false” custom_padding=”|0px|||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n
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.<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”HDR – 2 – The Discovery Meeting” _builder_version=”4.23.1″ header_4_font=”|800|||||||” header_4_text_color=”#6b916d” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” border_color_bottom=”#6b916d” locked=”off” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”BDY – 2 – The Discovery Meeting” _builder_version=”4.24.2″ text_font=”Darker Grotesque|600|||||||” text_font_size=”18px” text_line_height=”1.4em” locked=”off” global_colors_info=”{}”]<\/p>\n
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.<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”HDR – 3 – Analysis” _builder_version=”4.23.1″ header_4_font=”|800|||||||” header_4_text_color=”#6b916d” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” border_color_bottom=”#6b916d” locked=”off” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”BDY – 3 – Analysis” _builder_version=”4.27.4″ text_font=”Darker Grotesque|600|||||||” text_font_size=”18px” text_line_height=”1.4em” locked=”off” global_colors_info=”{}”]<\/p>\n
Our team will carefully analyze your present financial situation and evaluate to your envisioned future goals. This analysis culminates with the creation of a blueprint.<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”HDR – 4 – The Delivery Meeting” _builder_version=”4.23.1″ header_4_font=”|800|||||||” header_4_text_color=”#6b916d” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” border_color_bottom=”#6b916d” locked=”off” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”BDY – 4 – The Delivery Meeting” _builder_version=”4.24.2″ text_font=”Darker Grotesque|600|||||||” text_font_size=”18px” text_line_height=”1.4em” locked=”off” global_colors_info=”{}”]<\/p>\n
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.<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”HDR – 5 – Ongoing Reviews” _builder_version=”4.23.1″ header_4_font=”|800|||||||” header_4_text_color=”#6b916d” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” border_color_bottom=”#6b916d” locked=”off” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”BDY – 5 – Ongoing Reviews” _builder_version=”4.23.1″ text_font=”Darker Grotesque|600|||||||” text_font_size=”18px” text_line_height=”1.4em” locked=”off” global_colors_info=”{}”]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.[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” prev_background_color=”#ffffff” admin_label=”SECTION – Protect and Maximize the Impact of your Wealth \u2014 10-07-25″ _builder_version=”4.24.0″ background_color=”#F6F1E6″ background_image=”https:\/\/www.demboskiandchapman.com\/site\/wp-content\/uploads\/2023\/12\/DECH_site_images_lrg_1920x1200_PalmTrees_1C.jpg” background_blend=”hard-light” custom_padding=”||8vw||false|false” custom_padding_tablet=”0px||||false|false” custom_padding_phone=”” top_divider_style=”mountains2″ bottom_divider_style=”mountains2″ bottom_divider_color=”#6b916d” locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row disabled_on=”off|off|off” admin_label=”SPACE 20PX” _builder_version=”4.18.0″ custom_margin=”0px||0px||false|false” custom_padding=”10px||10px||false|false” animation_style=”slide” animation_direction=”bottom” custom_width_px=”800px” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_divider show_divider=”off” _builder_version=”4.18.0″ _module_preset=”default” custom_margin=”||||false|false” custom_padding=”10px||10px||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ custom_padding_last_edited=”on|phone” admin_label=”ROW – Protect and Maximize the Impact of your Wealth (Padding-Top: 85px;) (MOBILE: Padding-Bottom: 110px;)” _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”85px||||false|false” custom_padding_tablet=”85px||||false|false” custom_padding_phone=”||110px||false|false” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”HDR – Protect and Maximize the Impact of your Wealth” _builder_version=”4.25.1″ header_2_font=”|700|||||||” header_2_text_color=”#263142″ header_2_font_size=”48px” text_orientation=”center” max_width=”700px” module_alignment=”center” header_2_font_size_tablet=”42px” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n
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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.<\/p>\n
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.<\/p>\n
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