The Dominion Clarity Process
Phase 1: Discovery and Fit
Our team begins with a one-on-one conversation with you, focused on what matters most to you. We identify key financial inflection points, such as business transitions, tax inefficiencies, unstructured planning, and intergenerational issues. This discovery phases helps determine whether or not we are the right team to serve your needs.We don't try to be everything to everyone - we work best with clients who wants strategic clarity, not cookie-cutter solutions.
Phase 2: The Alignment Review
To get a full financial picture, we act as custodians for your current investment accounts. Using our family office team, we run a deep-dive planning analysis to evaluate structure, risk, tax exposure, and succession gaps. We also identify inconsistencies between you current setup and your future goals. At this stage, many clients say, "We didn't realize how disconnected everything was."
Phase 3: Strategic Planning and Design
Next, it is time to build an integrated blueprint. Our team delivers a personalized, written financial strategy that covers tax optimization, investment design, withdrawal and income sequencing, estate and legacy structure, and business succession integration. If appropriate, we facilitate meetings with your accountant and lawyer.
Phase 4: Investment Strategy Execution
Implemented with precision and purpose, our team transitions portfolios gradually - based on what your plan indicates, not emotion. We create institutional grade portfolios: dividend and growth equity mix, yield strategies, and access to alternatives. You get full transparency and a clear rationale behind every decision.
Phase 5: Ongoing Stewardship and Review
Finally, our team keeps your plan and portfolio aligned as life evolves. Regular check-in's focused on goals, not just markets, are conducted, along with productive reviews before tax season, business decisions, or life transitions. This ongoing stewardship and review includes strategic support for children, family trusts, and legacy planning. Our best clients treat us like part of the family, because we treat your finances like our own.
