The Dome 4 Step Planning Process

We care about your future, and it’s important to us that you have trusted and valued adviser for life.

We do this by using our unique four-step planning process.

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Everyone knows that any journey starts with the first step. But when it comes to finance, most people are not sure how to take that first step. 

We are here to help you take the first step – and we’ll be on your side, every step of the way.

1. Diagnosis

We determine your current position.

2. Objectives

We establish your goals and direction. Where do you want to go?

3. Method

We formulate a strategy and provide written recommendations addressing the issues and concerns raised during the initial discussions.

4. Evaluation

We provide ongoing personal care and review your circumstances to ensure your plan continues to meet your goals and objectives.

The Dome 4 Step Planning Process

Benefits of Dome’s 4 Step Process to You

1. Diagnosis
  • I know what my current financial circumstances are.
2. Objectives
  • I have someone who will help me set goals
  • I have a clear idea of where I want to be financially in the future
  • I have someone who cares about my future
3. Method
  • They help me understand and answer my questions
  • I feel safe knowing my family will be looked after if something happens
  • I no longer have to worry about where the money will come from to do the things that I want to do
  • They provide me with access to a wide range of services and support

 

4. Evaluation
  • I have someone who will listen and guide me to make the right decisions
  • I have someone who will keep me on the right track
  • I feel that I am part of the Dome community

 

What's your financial need?

For over 15 years, clients have come to us for financial advice because they know we really care about their future.

We are here to help you take the first step

We’ll be on your side, every step of the way. We’re ready to have a conversation about your financial future.

Get in Touch