Let’s Start A Conversation.
Ready to take the next step toward your financial future? We’d love to meet you. At PDS, it starts with a casual, yet informative conversation.
What Happens After Our Initial Conversation?
Following our conversation, we will prepare an outline of services that we believe would be beneficial for you along with an estimate of cost.
Upon an agreement to work together, we will collaboratively build a unique financial plan that will address your key concerns and provide specific recommendations to help you accomplish your goals. We will assist you in implementing those recommendations and maintain regular communication with you through phone, email, and periodic review meetings. Continuously, we will be flexible to the changing circumstances you will face.
This will all be delivered with the personal care expected for such intimate topics.