At Chris Dantin Financial Services, we recognize that every Client is unique and every financial plan is equally special. To properly tailor a plan to each Client, we follow a proven process for success.
1. Initial Interview: Q & A with Chris Dantin.
2. Discovery: What’s Driving You?
3. Philosophy: What Financial Planners Don’t and Won’t Tell You.
4. Present Plan: Your Current Financial Picture.
5. Your Model: This is the Road You’re Heading Down.
6. Your Model II: Which Road Do YOU Want To Take?
7. Implementation: You make the choice.
8. Review Sessions
Once you have determined a need for a meeting with Chris and his staff, please email us for our Financial Questionnaire, which Chris will go over with you in the initial meeting.