The DREAM Planning Process
We help you understand your goals even if you don’t know what they are yet.
The purposes of a person’s heart are deep waters, but one who has insight draws them out. - Proverbs 20:5
You should be empowered to act with confidence, organization, commitment, and discipline in designing and implementing a financial plan of action. Moffatt Financial Services specializes in wealth plans that address the unique needs of families and business owners.
To do this, we use the D.R.E.A.M Planning Process, a financial planning model that provides a comprehensive blueprint that helps you preserve, steward, and create a legacy from your wealth.
The Dream process consists of five disciplines:
When the process is complete, you can manage the health and welfare of your wealth with a strategy that is determined by what is important to you and a plan in place that focuses on achieving your goals.