Custom Financial Plans

Planning your financial future doesn’t have to be overwhelming. With the right partner, you can stay focused on what matters most—while we help guide you through life’s changes with clear, personal advice.

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Goals & Values

You’ll engage in a thoughtful process designed to uncover your financial goals, priorities, and personal values. Through in-depth conversations and a comprehensive review of your financial landscape, we hope that you gain clarity and confidence in the path ahead.

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Plan Build & Presentation

You will receive a detailed plan tailored to the strategies and objectives that are important to you. This could include savings analysis, asset allocation, risk tolerance, tax recommendations, and more. 

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Next Steps & Ongoing Support

We stress test your financial plan to see how it holds up in real-life scenarios, like market drops or unexpected expenses. Your plan is built to evolve, and we’ll adjust it as your life and goals change. Even after everything is in place, we stay connected to keep your plan aligned and on track. 

A Comprehensive Financial Plan, Customized for You

Net Worth & Cash Flow

Build a clear picture of your net worth by organizing your assets and liabilities to form the foundation of your personalized financial plan.

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Tax Planning

As a part of your financial plan, we take the time to review to your past tax returns and project future income to uncover opportunities for tax savings both now and in the years ahead.

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Risk Management

We help you evaluate healthcare & Medicare, life insurance, property & casualty insurance, long-term care, and disability coverage.

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Funding Retirement

Together, we discuss Social Security benefits, retirement accounts, and distributions.

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Estate Planning

Through a collaborative and personalized process, we help you review your estate documents, explore charitable giving strategies, and evaluate trust options.

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Education Funding

We can guide you through thoughtful education planning options that could match your family's goals, timeline and resources. 

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Are We Right For You?

If you’re looking for a financial partner who puts your goals at the center of everything, we’d love to connect. At DCM, we take a thoughtful, client-first approach—built on listening and collaboration. Are you ready for a more personal, intentional financial experience?

If that sounds like what you’ve been looking for, let’s start the conversation.

 

Individuals &
Families

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Non-Profits

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Retirement
Plans

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