We work together to set aspirational financial goals, draft a plan personalized to your values, and take the necessary steps to make them happen.
STEP 1
INTRODUCTIONS
We want to get to know you and share what you should know about Duggan Wealth Management. Our goal is ensuring we know what’s most important to you and that we are a fit going forward.
STEP 2
CREATE A WEALTH MANAGEMENT PLAN
We’ll work to build a comprehensive plan based on your values. We’ll present recommendations and provide clarity on how to move forward.
STEP 3
TAKE ACTION
Once the plan is agreed upon, we will work with you to help make implementing easy. We’ll coordinate with your existing partnerships, and we’ll make introductions as needed.
STEP 4
SERVE
We will review your progress to goals, celebrate milestones, help you make decisions, and adjust your plan along the way.