Left to right: Kate Absec, FPQP™, Senior Registered Associate; Bradley E. Dugdale, Senior Vice President, Financial Advisor, Portfolio Manager, Stephanie Brunner, Client Associate; Darin Hayes, CPFA, CWS®, Senior Vice President, Financial Advisor, Portfolio Manager
Our Process
DISCOVERY > DESIGN > DEPLOY
We serve as your "financial guide" through this process which involves DISCOVERY of goals and objectives, DESIGN of a personalized financial plan and DEPLOYMENT of investment strategies and wealth management services.
DISCOVERY
Discovery is best defined as a conversation. It allows us to get to know you, but more importantly, for you to get to know us. The initial discovery conversation leads us to the "Development" stage of our process.
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DESIGN
We use the information gathered in discovery for the design of a personal financial plan and the investment strategies to support it. The plan is dynamic, and as we work together over time, it continues to adjust to meet changing dreams, address new concerns, and tackle unforeseen challenges that might occur.
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DEPLOY
With the plan in place and an agreement on the investment strategies to be used to accomplish your goals we then implement those strategies and review them consistently with you over time.
Learn About Our ProcessThe Dugdale | Hayes Investment Group
Strength for today.
Stability for tomorrow.
Stewardship for generations.