Financial Coaching

Financial Coaching is a customized, proprietary service available to DSI Wealth Management clients and their families. Our support can be as simple as helping you learn the most from your financial statements or as involved as helping you and your family members make life's most complex decisions from a position of common understanding.

We start at the beginning

Financial Coaching begins with your children—helping them become knowledgeable of the responsibilities of having wealth. Financial Coaching topics for children include:

1. Unique obligations as the child of a family-owned business owner
2. Budget and cash management for young adults
3. Responsible spending and credit management
4. Theft and fraud protection within a family of means
5. Managing friends and others who are in relationship with your children
6. Planning for future financial security

As needs change so does our focus

Financial Coaching for clients and adult family members includes topics such as:

1. Managing, selling or passing on a family-owned businesses
2. Choosing Executors and Trustees for estate management
3. Planning for retirement and potential reduction in cash flow
4. Succession planning for the main source of family wealth to avoid interruptions
5. Creating a plan of action to designed to mitigate State and Federal taxes

We're with you and your family all the way

Our advisors can help you and your other advisors create a flexible plan that anticipates the potential complexities and pitfalls that can accompany financial success. We strive to help our clients not only accumulate wealth but also successfully preserve and pass wealth on to future generations and favorite charities.