At Dechtman Wealth Management, everything we do is in best interests of our clients and our investment process is no different. Every relationship begins with a discovery meeting where we take the time to learn about you and understand your needs. We discuss your goals and dreams as well as challenges and concerns. Our team then performs a comprehensive analysis of your current investments, which includes a portfolio stress test.
Our goal is to ensure the personalized investment strategy we create for you aligns with your desired level of risk. We then schedule another meeting to discuss our recommendations and answer any questions you may have about your plan. Once you are comfortable, we begin to execute the plan.
A member of our team holds your hand throughout this entire process so you are always informed on what we are doing with your money. After the plan is set in motion, we meet once again to go over how to read your statements, access your personal client portal, and answer any questions you may have. You also begin to receive proactive, transparent communication from our team as it relates to your money and the markets.
On an on-going basis, our team will monitor your investments and schedule review meetings to make sure your financial goals and objectives remain current.