Our Approach

Our Approach

From day one, you’ll realize that working with Danielson Group is very different from what you’ve experienced.

At Danielson Group Wealth Management, our first priority is to carefully listen to you and your family. Our discovery process is far more than just learning about the numbers. We take the time to understand your unique situation, your opportunities, your challenges and your hopes and dreams for the future. 

The value we bring you goes well beyond choosing and managing the right investments. We delve into every aspect of your financial picture from insurance, to wills, taxes, business strategy and more. We study your overall financial plan for issues and opportunity then help you discover more ways to make the most of your money and your life.

A strong, successful wealth plan requires a disciplined, consultative approach. Our five-step process ensures that you always know where you are in relation to your goals, and that you understand the best way to achieve them.

  • cash-management

    Discovery

    We ask you to consider two important questions: “Where am I today?” and “Where do I plan to be in the future?” This helps you identify your priorities, financial objectives, personal values and key financial concerns.
  • risk-management

    Setting Goals

    Your activities must have a purpose, or you are like a ship without a rudder. We help you to set realistic goals, develop a vision for your financial future, and answer the question, “What are the purposes for my money?”
  • tax-business-planning

    Optimization

    We ask, “Which solutions are optimal for you?” We review over 120 wealth management strategies and suggest the ones best suited to your unique situation. We discuss how they will help solve your most important financial problems, and explain what costs are involved.
  • estate-planning

    Monitoring

    We continually ask, “Are we still headed in the right direction?” Through regular checkups and reviews, we stay on top of any changes in your personal circumstances and we adjust when we need to.
  • financial-plan

    Marking Milestones

    As your Personal CFO, we produce customized reports to help you answer the question, “How am I doing so far?” We acknowledge milestones along the path to your financial goals and ensure that we are still on track to arrive at the final destination.