Dunston Financial has joined MONETA!
Large-Scale Resources. Personalized attention. Yes, you can have both.
Financial Planning Is a Process
The Dunston Hadary Team at Moneta believes that your life goals can be achieved by following a distinct, goal-oriented process. Many of our clients have previously worked with a financial professional who sold them a financial product and was never to be heard from again. Because we aim to develop life-long relationships with our clients, and because we are not in the business of selling financial products, we follow a comprehensive, six-step financial planning process that is always centered on your goals.
Establish And Define
The Client-Planner Relationship
Gather Client Data, Including Goals
Analyze And Evaluate Your Financial Status
Develop and Present Financial Planning Recommendations and/or Alternatives
Implement the Financial Planning Recommendations
Once we’ve discussed your objectives and have recommended to you strategies to accomplish those objectives, we’ll work closely with you to help you implement those strategies. This may mean working with your attorney, CPA, or with our firm to help you implement your wealth management and financial planning strategy.
Monitor the Financial Planning Recommendations
You will never be alone in this process. Together, we’ll define who’s responsible for monitoring progress toward your objectives, and we’ll work closely with you towards the accomplishment of your long-term financial objectives. In most instances, this involves meeting with our firm, as well as with your attorney and accountant on at least an annual basis.
Risk Management Planning
Moneta responds to demand for trust capabilities to enhance intergenerational wealth transfer ST. LOUIS — May 11, 2021 — In an enterprising move, Moneta, a 100% partner-owned firm offering advisory services through its registered investment advisor (RIA) Moneta Group...
CONTACT US TO LEARN MORE
Denver, CO 80202