Total Package Planning®
Three words that summarize one powerful difference.
Total Package Planning® is a rigorous, comprehensive and proprietary financial planning approach, based on more than 90 years of combined knowledge and experience. It means that we never stop exploring new opportunities for you, that we make certain that every one of your dollars is working as hard as it possibly can, and that you always fully understand what you are invested in, and why.
Three areas
Although future wellness — financial or otherwise — is a process, it’s wise to begin it sooner rather than later. Dream Harbour provides sound solutions and trusted advice during each step, regardless of where you currently are in your financial plan. We guide you through the three key areas of Total Package Planning®:
It may seem overwhelming when considering all the different aspects that go into designing a comprehensive financial plan, but that is what we excel at. Using a proven 4-step comprehensive planning approach, we are able to address your unique needs by delivering on our mission: We meet you where you are in life, and take you where you want to go. Think of it as a roadmap showing the route you need to take to get from your current situation to a set of future goals.
Taking the time to go through this process now is the best investment you can make in yourself and in the ongoing rewards and possibilities of your future. Plan to make your dreams a reality: it’s easier than you think!
Four meetings
Recognizing that you are unique, we employ a specific 4-meeting planning approach to ensure that we clearly understand your current situation and future concerns:
Meeting One: We begin by completing an analysis of your financial situation.
Meeting Two: From there, we move into the discovery stage, where we ensure that we are aware of everything pertinent to your short, mid and long-term goals.
Meeting Three: Once those two meetings and the necessary information have been completed, we present a comprehensive financial plan for your consideration.
Meeting Four: Finally, after you’ve had an opportunity to digest these recommended solutions, we meet with you again to discuss how we will implement the best possible plan to reach your objectives.
Regular reviews are then conducted on an ongoing basis to ensure that your portfolio is accomplishing everything that we set out to do.
Learn more about each of the three areas.
What I like most about Dream Harbour is peace of mind. I don’t have to worry about it.
Gail and Danie
