Our Path to Your Purpose (P2P): Our Proprietary 5-Step Process
Our Path To Your Purpose (P2P) is The Dow Group's comprehensive 5-step process designed to incorporate your personal values into a financial plan that helps achieve your goals. You can find comfort in knowing that this sound, straightforward and guided approach helps provide you with the essentials for building and preserving your wealth.
Our team takes great pride in our ability to take complicated matters and make them simple, and look to bring clarity and vision to your financial plan. From navigating through life's changes, riding out difficult markets, or planning for your retirement, we offer personalized strategies to help you achieve financial independence with less concern.
Whatever your milestone may be, we are here to guide you.
Click here to view our concierge approach to Planning & Service
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
