The Delano Financial Management Process

The pace and complexity of managing finances leaves many people feeling unprepared, uncertain, and all too often needlessly worried about their financial future. Our advisors process is customized to your objectives and capable of addressing a wide range of financial circumstances and concerns.

When you realize that you are not alone in this process, you will gain confidence to make the decisions that are right for you. We routinely work with our client’s other business professionals, such as attorneys and tax professionals, to coordinate decisions that support your overall financial goals. If you are looking to take the complexity out of managing your finances, it would be our pleasure to discuss how to best serve your needs. Delano Financial Management can provide support and strategy through the various stages of your life.

We all need a little guidance now and again, especially when it comes to important financial decisions like planning for retirement and then how to conservatively distribute it over your lifetime, investing sensibly, generating quality investment income, or saving for college for your children or grandchildren. Delano Financial Management is proud to have helped hundreds of clients work towards their financial goals and we stand ready to do the same for you. 

We are dedicated to the proposition of fair and honest service at a reasonable cost.

Delano Financial Management has no sales quotas, and no pressure to sell any investment product or service, nor are we nudged to steer you into any type of account. Our mission is to offer education, service, and guidance for the sole purpose of helping you to pursue your financial goals and dreams.

It is our job is to get to know and understand your financial needs, wants, and long-term goals. We want to know about your experience or lack of experience in the investment world. Only then can we begin to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

There is no “one size fits all” solution when it comes to planning for your future. That means we’re objective and selective, completely free to offer only those investment products and services we believe are best suited to work toward meeting your individual financial goals. As LPL Financial Advisors that is a wonderful feeling and we think you will like how it works for you as well. We pride ourselves on offering timely investment advice with the highest level of integrity and service, and our client relationships are built on our core values:

1. Honesty
2. Dedication
3. Objectivity
4. Professionalism

Establishing Relationship: Successful planning starts with trust. We are dedicated to learning about you and your life, both inside the financial world and beyond it.

Gathering Data and Goals: We seek to gain a thorough understanding of who you are and what you value most. When we ask for specific information it is always kept strictly confidential. It is critical that we have an accurate understanding of your current and future financial situation.

Evaluating Financial Status: In addition to exploring your goals, we analyze your risk tolerance and investment experience. To properly evaluate your financial situation, we must understand not only your balance sheet, but who you are as a person. We want to understand your comfort level with various aspects of the investment world so that we can develop strategies engineered to work toward achieving your personal goals.

Develop and Present Our Recommendations: We will always endeavor to make recommendations that not only match your investment goals, but which fit into your comfort zone. We want you to have a good understanding of the strategies we are recommending including the risks and realities of market and investment fluctuations.

Taking Action: We will recommend sensible approaches to implementing your individual financial strategy. Moving into unfamiliar territory can be stressful for new investors. We know this and take that into consideration.

Monitoring Your Progress: As markets and economies change, your financial plans must have the flexibility to address your evolving needs. Through ongoing strategy meetings and reviews, we seek to continually work alongside you to help you work toward achieving long-term success.