Solutions
Custom solutions tailored for your specific goals
Our Process
What are your dangers, opportunities, and strengths in your business and family life? Most people become “siloed” because that is the world your advisors work in. Attorneys want to draft documents, CPAs want to file tax returns, and insurance agents want to sell policies. DPIS/DPA is here to come up with “a total solution”.
This is done through our dynamic process called RAM. RAM captures your goals and identifies appropriate products and strategies. Our RAM process allows you to identify and facilitate the best team of advisors. This tool then helps you maintain the plan so we are able to follow through with administration and maintenance going forward.
What to Expect
- Initial Contact: Taylor realizes that she needs to start planning for the future in terms of her estate. She is not sure how to tackle this complicated task alone, so she decides to call her attorney, who refers her to Dan Parrish. She calls to set up an in-person meeting for the next day, and is already relieved.
- Discovery: Taylor sits down with Dan as she shares her concerns and wishes for her estate. Dan asks key questions to better understand her intentions and feelings so that he can provide an innovative yet practical solution that best fits his new client's needs.
- Custom Solution: Now Dan does what Dan does best. He compares different services to find an efficient alternative for Taylor. This involves a custom mix of unique insurance products. His extensive knowledge and experience ensure his client's satisfaction.
- Communication: Dan meets with Taylor to clearly outline the plan of action and explains how it will relieve her concerns and meet her needs. Once Dan makes sure that all of Taylor's concerns are addressed, they are ready to finalize her custom plan.
- Finalize: Taylor is overwhelmed by her sense of relief, knowing that her estate is in the hands of an experienced professional. Taylor knows that she can reach out to DPIS/DPA for any questions or changes.
