Here is,

“What You Can Expect” When You Choose

DANA As Your Trusted Partner, &

“How We’ll Work with You”

Toward a Sound Financial Future!

Step 1: Free Intro

(30 minutes)

  • Learning more about you and your financial areas.

  • Answering any questions you may have.

  • (If we both feel there’s a potential fit)

    • Sending you a detailed questionnaire.

No Pushy Follow-Ups

We won't pressure you to decide about moving forward with our services. Take all the time you need! Of course, We're always here to address any further questions you might have!

Step 2: Questionnaire Call
(30 minutes)

  • Reviewing your completed questionnaire

  • Assessing your financial goals

  • Outlining our process, defining the scope of work, and providing a cost estimate.

Simple, Clear, & Transparent Agreement

We review the financial planning agreement, detailing what areas will be covered, and all other details. The agreement is signed by all parties

Step 3: Data Collection
(90 minutes)

  • Collecting and organizing your relevant financial information

  • Summarizing your current situation prior to moving to the next step.

We respect your privacy

We collect and organize your financial information through a confidential online dashboard, ensuring it's always private, safe, and secure. For more details, please review our Privacy Policy.

Step 4: Data Review
(60 minutes)

  • Summarizing your current situation

  • Defining the financial planning assumptions.

  • Determining scenarios to be included in your comprehensive financial plan.

Don’t Worry!!!

We'd be happy to schedule a 30-minute follow-up call if you'd like to discuss any additional scenarios you have in mind. We NEVER overlook your needs and wishes!

Step 5: Initial Recommendations
(60 minutes)

  • Walking you through the initial recommendations

  • Exploring other opportunities and possibilities

Let's Find Out the Trade-Offs!

By the end of the meeting you will have an idea of what the future could look like and what you need to do to get there.

Step 6: Plan Launch
(60 minutes)

  • Reviewing the final recommendations

  • Prioritizing your implementation plan

  • Creating a schedule on your timetable for tackling the rest

Education is Key!

This meeting will be both educational and recommendation oriented. You will gain a full understanding of your current financial situation and where you will be heading by implementing our recommendations.

Step 7: Implementation
(60 minutes)

  • Going over all the details step-by-step

  • Helping you through the implementation process

  • Addressing your questions & concerns.

We Do it Toghether!

By the end of the meeting you will have the confidence to implement the recommendations. The last payment for 20% of the planning fee is due.

Step 8: Complimentary Follow-Up
(30 minutes)

  • Monitoring your progress

  • Discussing certain topic areas

  • Guiding you through the implementation process

Optional "Ongoing Support"

You may opt to have "ongoing support" and "annual updates" to your comprehensive financial plan for $3,000 per year (paid quarterly).

Services We Offer

  • We'll review your income, expenses, and debt to help you maintain a healthy savings rate that fits your lifestyle and manage your debt the right way.

  • We embrace a low-cost, passive investment strategy, guiding you from understanding how investing works to knowing the right time to invest your hard-earned savings for your future goals without paying AUM fees.

  • The big question! When can you retire, and when will you have the flexibility to leave a job or career that no longer serves you? What options do you have for taking a career break or sabbatical?

  • We guide you through tax strategies and managing your stock plans. Our goal is to help you understand and make informed decisions about your stock benefits like RSUs, stock options, and ESPP.

  • We’ll review your recent tax filings and discuss ways to reduce your current tax bill while improving your long-term tax strategy.

  • Estate planning is crucial to ensure that your wishes are honored after your passing. An effective estate plan helps protect your assets, care for your children, and reduce costs and stress for your loved ones.

  • Life’s milestones—like a new child, aging parents, inheritance, major purchases—bring emotional and financial challenges. We help you navigate these transitions with clarity, creating proactive strategies to manage costs and make informed decisions for a secure future.

  • We will create a sustainable income plan that provides a steady stream of income throughout retirement, by optimizing your retirement savings and Social Security benefits, we help ensure financial security so you can confidently enjoy your retirement.

  • We’ll help you decide how much to cover and plan for specific schools, whether private or public. Together, we'll choose the best ways to save and invest for your child’s future.

  • Your salary is just one of the benefits your employer provides. We'll also explore planning and optimizing opportunities in other benefits, like retirement, equity, and insurance.

  • Maximize your business’s value with strategic succession planning. We’ll help refine your business model, explore exit channels, and prepare key documents for a smooth transition to your next chapter.

  • We do NOT sell insurance policies, but we provide a thorough insurance review along with personalized recommendations to help protect you and your assets while minimizing future risks.

What We Don't Do …


We don’t judge
your past decisions.

We’ll focus on
your future goals.


We don’t control what you can or cannot do.

You’ll make the final decisions.


We don't manage
your portfolio.

We’ll guide you
to take control.


We don't write legal papers (will, trust).

We'll team you up with an estate planning attorney.

We don't do taxes.

We’ll implement the best long-term tax strategy & work with your CPA.

Not Sure Which Service Fits Your Needs?