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Our Planning approach
Most people only get help with their investments—just 1 of the 5 essential parts of a real retirement plan. The other 4?
They're just as important... and often overlooked.
At Dream Weaver we use The Dream Weaver Approach
A 5-Key Planning Approach Specifically
Designed for Retirement!
We go beyond investments to help you:
- Turn your savings into reliable income
- Reduce risk & analyze fees
- Reduce taxes
- Review estate plan
- Build healthcare into your overall strategy
Our Planning Process
At Dream Weaver, we guide you through our process by first understanding what you value and envision for your retirement, then evaluating what you’ve done so far to work towards those goals.
We determine if we’re a good fit, and we gather all the necessary data to create an actionable retirement roadmap.
Once your plan is in place, we take action to make it happen!
But our support doesn’t stop there! We offer a monthly newsletter, optional quarterly check-ins, and annual review meetings to keep you on track. Plus, we’re always here year-round to answer any questions you may have.