The DreamCatcher Methodology

Our methodology is defined by a disciplined yet flexible process that allows us to accomplish our mission of helping our clients ENHANCE, PROTECT and SUSTAIN their wealth.  This collaborative journey has four distinct phases:

1. Understand
   
2. Plan
3. Implement
4. Achieve

The initial “voyage” can take weeks or even months to complete. Please note that the eighth step leads back into the first one, making this a continuous effort. 

In an ever-changing world, there are always new opportunities to discover. Similarly, new risks or threats can present themselves at any time. Our job is to stay at the helm and remain vigilant at all times.

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Our Wealth Optimization Process™

Step 1: Learn

Step 2: Define

Step 3: Analyze

Step 4: Strategize

Step 5: Evaluate

Step 6: Select

Step 7: Assess

Step 8: Adjust

Our methodology enables us to make prudent decisions and deliver an exceptional experience to our clients

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