Our Clients Come From Diverse Backgrounds
Our clients include young, mid, and late-career professionals executives, small-business owners, and retirees.
Many work for the federal or state government.
Many are charitably minded.
Some have international backgrounds.
DFP also has experience working with non-traditional couples.
Our Clients Have Common Needs
Many of our clients are going through a life-changing event: They just got a new job, received an inheritance, sold a business, are getting married (or divorced), or are having a child (or want to have another child).
Many of our clients wish to explore or plan for lifestyle changes: changing careers, jobs, buying a larger home. Sometimes they ask for help in downsizing or simplifying their lives to find greater personal fulfillment.
Our clients are individuals and families who lead busy lives and who don’t have the time or the expertise to do their own financial planning. They seek the help of an advisor they trust.
Our Ideal Clients
Value a comprehensive, holistic, integrated approach to financial planning.
Value having an open, honest relationship with their financial planner, and are engaged in that relationship.
Desire a proactive, on-going, hands-on partnership with their financial advisor, rather than a relationship that is reactive, occasional or hands-off.
Have worked hard to accumulate what they have and to achieve success.
Recognize that big goals can be achieved by making small changes consistently over time.
Client backgrounds and experiences can and will vary. Common client traits should not be used as the sole basis for evaluating whether to hire or retain an investment adviser. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, ongoing monitoring and updating of the client’s plan, coordination with the client and the client’s other engaged professionals, and market conditions. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
