YHC is driven by our values and built around high-touch, high-engagement service. It all starts with the D4 Process™ brand service that we provide. You can always expect clear and consistent communication from us, beginning with our very first introduction and through the years as we grow together.
Only through communication can human life hold meaning.
Paulo Freire
Part casual conversation, part focused education, our first meeting sets the tone for many more meetings to come. We’ll establish the trajectory for the work we’ll accomplish together, answer a lot of your initial questions, learn about your goals, and simply get to know each other.
To help you on your way towards a strong and successful future, we need to get a deeper understanding of your present. This process includes the essential task of gathering your financial data, including:
As we better understand your current financial situation, we’ll also assess your personal values and risk tolerance before looking at your goals and suitable investment choices.
Once we define where you are and where you want to be, together we can paint the picture of your success. We’ll craft a personalized and comprehensive plan to strategically address each of your goals, keeping in mind your risk tolerance, timeline and personal priorities.
During the process, you may start thinking of money in new ways, better notice your financial patterns, and likely even discover sides of yourself you never knew!
Your life isn’t static, so your plan shouldn’t be either. Now that we have your process in motion, we’ll continue to navigate your financial journey and adjust our strategy to suit the waters. You are essential to your plan’s success, so we make sure you’re on board every step of the way with consistent communication and up-to-date education.
