285 North Sycamore Street
At Dean Charles Associates, Inc, we strongly believe that a person cannot realize their dreams, accomplish their goals, or live the lifestyle they wish to live without proper financial planning. Whether your goal is a care-free retirement, college education for your children or grandchildren, or the purchase of a home…you must plan and we can help.
We help you prepare for the Certainty of Uncertainty with a holistic, Values-Based approach to financial planning which recognizes the impact of behavior and emotions when achieving one’s financial goals.
So, what are some of the categories of Uncertainty and how do we incorporate them into our Values-Based planning process? Let’s take a look.
We begin the process by getting to know you. What’s important to you, your values and beliefs, your family, dreams and aspirations, and fears and concerns.
We help you define your goals and priorities, gather personal and financial information to assess your current financial situation, and determine your unique risk tolerance level.
We analyze and assess your financial situation and design a plan to help you pursue your goals and objectives. This includes recognizing and planning for the Certainty of Uncertainty which could prevent you from reaching your goals.
We help you implement the plan and each action step by working with you and other professionals.
We work with you to monitor your progress and help you stay on track, recommending changes when necessary.