Our Approach
People come to us for reasons that may vary considerably. For example, many need help planning for retirement; others are facing complex decisions about selling their business; some are grappling with the issues that come with sudden wealth; or they are caring for aging parents.
Our highly personal approach to client relationships begins with a probative conversation that may stretch over several meetings. This comprehensive interaction:
- Allows us to discuss clients’ backgrounds, family, financial circumstances, dreams, obstacles, needs — virtually every aspect of a client’s life.
- Helps us understand the client’s personal situation, knowledge that is critical for developing solutions tailored to unique needs.
- Lays the groundwork for a close, consultative dialogue which provides us with the in-depth knowledge needed to develop precise recommendations.
After examining your situation carefully, we craft a simple, clear game plan designed specifically for you. At Dartmouth, we:
- Work closely with you to execute our ideas, carefully monitor your financial situation and consult with you as conditions warrant.
- Are always available for you to call upon as fresh issues arise and encourage periodic meetings, at your convenience not ours.
Dartmouth is a boutique firm, and we feel our small size is a key advantage in allowing us to provide the highly personalized service that is our specialty!