The Dow Group Standard of Care: Our Concierge Approach to Planning and Service
The Dow Group Standard of Care supports our holistic financial planning approach by building meaningful, lasting relationships, led by the creation and monitoring of Your BluePrint.
Your BluePrint
Your BluePrint is our proprietary report of your financial goals that serves as the foundational element of your plan – it is the center of our relationship. Your BluePrint clearly summarizes your entire financial picture, by helping us to identify and address voids in your plan and monitor your progress.
Your Snapshot
Your Snapshot provides us with a "sneak peek" into your world and the people and things that are important to you. We invest the time to understand who you are and take a Snapshot of what is meaningful in your life, so that we can effectively customize a plan that is distinct to you and your family.
Your Profile
Your Profile is a series of customized questionnaires designed to help us collect and continuously update your pertinent information. This information establishes a starting point for your goals, which is used to develop and refine your asset allocation, investment strategy, and retirement plan, and to monitor your progress.
Your LifePlan
Your LifePlan* begins with a complete analysis of your ability to meet your short, intermediate, and long-term financial goals. It allows you to pre-experience various retirement scenarios to help you better visualize your potential future outcomes. It determines the savings required to meet your goals, as well as sustainable portfolio withdrawals during your retirement. Essentially, it calculates the probability that your retirement savings will fund your income needs throughout your lifetime. Click on the video below Your Experience to Visualize your Future.
Your Experience
Your Experience is our team's distinct way of adding value to the relationship. Through it, we acknowledge and support important changes in your life: both personal and financial. Whether it's budgeting, career transitions, the sale of a business or other financial settlement, buying or selling a home, inheritance, dealing with divorce or the loss of a loved one - we are here to help.
The origin of our standard of care
Our Standard of Care approach was an epiphany gleaned from past personal experiences, as a patient at two hospitals, Mayo Clinic and Cleveland Clinic (you can read more about Ken's Personal journey in his story). This experience was a realization that complex matters can be made simple.
*IMPORTANT: The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. Asset allocation does not guarantee a profit nor protect against loss.
