Our Mission & Vision
In a constantly changing financial environment, we believe that having an optimized financial plan leads to a more fruitful and impactful life for you and your family. As a fiduciary and independent firm, we can deliver a people-focused instead of product-focused approach to our work. Embodying a higher standard of care, we act as an ongoing professional resource, putting your interests first, and focusing on building life-long relationships. Most people we meet have plans in place for certain facets of their estate, but rarely do they have an advisor looking at the big picture to make sure all parts are working in unison.
We serve as a guide to help our clients from all walks of life maximize opportunities, avoid costly pitfalls, crystallize their personal and business goals and work in tandem with their other counsel to make sure the job gets done.
Our mission is to help you identify where you are in relation to where you want to be, then provide the strategy and accountability to make intentional progress toward your objectives. If you find yourself not having the time, knowledge, or inclination to accomplish the task on your own, rely on our more than 20 years of experience to illuminate the path and execute the plan.
Our Process
Discovery Meeting
Call or email us to schedule a complimentary 60-minute introductory meeting. Choose between attending in-person at our Kalamazoo office or connecting virtually via Zoom. To make the most of our time together, you’ll receive a fact finder form via DocuSign before the meeting so you can gather all your meaningful information in one place and provide us with as much as you feel comfortable with in a secure format. This first meeting focuses on learning all about you. We ask questions about your present circumstance & future goals so we can build the roadmap to your ideal destination.
Expectation Meeting
Our second complimentary meeting will occur about a week after the first, giving us time to analyze your situation and highlight ways we can be of value. We will do a deep dive into the services we offer and how our assistance would benefit you, based on what we’ve discovered about your goals and roadblocks. You’ll learn what it’s like to be a client of Daus Financial Group and be able to ask any remaining questions. At the end, we will present our advisory and financial planning fees, tailored to your situation. If you already know you’d like to come on board, we will start our onboarding process by collecting any outstanding information. Else, you can take time to think about it and we will follow up with you at a time of your choosing.
