Dan Mason

My Mission

My mission is to help clients define and achieve their specific version of financial security by working with them through a financial planning process that strategically addresses the most common issues people typically face, which are not knowing what's important to plan for, not knowing the most efficient vehicles to use, and procrastination.

The Process

The first step is discussing your goals, visions, values, and concerns so I know what is important to you along with also looking at what you have done to this point. Next, my team and I build a custom financial plan that we go through at a later meeting at which point we audit where things are at, educate you on gaps and opportunities, and ultimately make recommendations. The last stage of the process is an ongoing one. This is a review process to check in on progress made and update the financial plan. This is typically done once a year but can be more or less often as needed.