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Moffatt Financial Services specializes in wealth plans that address the unique needs of families and business owners.  Our desire is to inspire clients to act with confidence, organization, commitment, and discipline in designing and implementing their desired plan of action.

The DREAM Process is a financial planning services model that provides a comprehensive blueprint that helps lead to preserve, steward and create a legacy from your wealth producing assets.

The Dream process consists of five disciplines:

  1. D (Define)– This practice defines your goals.
  2. R (Realize)– This practice focuses on realizing your current position.
  3. E (Engineer)– This practice engineers a plan.
  4. A (Action)– This practice establishes a plan of action to pursue your goals.
  5. M (Monitor)- This practice monitors results and educates on best practices while promoting corrective actions so your liability is limited and goals remain in focus.

This practice helps you manage the health and welfare of your financial strategy by determining what is important to you and how to put strategies in place that focus on your goals.