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We’re here to help you feel confident in your financial future.

The Financial Blueprint Process

At Richard D’Ambola & Associates LLC, our mission is to help you make smart decisions about your money. We designed the Financial Blueprint Process to help us:

Understand your true financial goals

Create the best possible plan for achieving those goals

Stay on track at each step of the process

 

Designed to keep you on track toward your goals,

Our investment consulting process is based on a series of five meetings:

1. The Discovery Meeting

At our initial meeting, we will conduct a discovery interview. This will identify the obstacles you face in achieving your financial goals. We will look at where you are, where you want to go and how we can maximize the possibility of getting you there.

2. The Investment Planning Meeting

This is where we present our complete diagnostic of your current financial situation and our recommendations for how to help you bridge the gaps in order to reach your goals. This plan will form the foundation for all of our work together. Since we are looking for a lifelong relationship, we encourage you to take the time necessary to be completely comfortable with the plan before taking the next step.

3. The Mutual Commitment Meeting

At this point, we will be ready to make a mutual decision about whether our firm can add substantial value and, if so, how to proceed. If you decide to work with us, we will make a mutual commitment to work toward achieving your goals. Together, we will execute the documents necessary to put your investment plan in motion.

4. The 45-Day Follow-Up Meeting

At this meeting, we will help you organize all of your paperwork. We will also answer any questions you may have so that you understand exactly what is happening with your money.

5. Regular Progress Meetings

These meetings, scheduled at your convenience, give us an opportunity to review any major changes in your personal or financial situation since our last meeting and determine if these changes necessitate adjustments. We will also review your overall progress toward your long-term financial goals.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

Ready to Take
The Next Step?

For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.

Or give us a call at 973.927.3700

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