FDP Client Experience

The Client Experience

We have developed a time-tested approach that differentiates and enhances the client experience, and sets us apart from the competition. Our approach begins with an extensive discovery process, because the foundation of any relationship rests on the parties getting to know each other. We must know what your goals are, what makes you happy and what worries you. You must be comfortable with our ability to deliver value-added solutions.

Our investment and client philosophy is goal-based. We believe that rather than focusing on relative performance, clients should measure success by whether or not they remain on track to reach their goals and achieve their dreams. Our job is to help you develop and implement a set of realistic and attainable plans, and then monitor your progress and help keep you focused on the long term.

The foundation of our business philosophy has two pillars:

The FDP Wealth Life Cycle^™ – this proprietary consulting process ensures that all stages of your financial life – wealth accumulation, wealth distribution and wealth transfer – are addressed from the onset of the relationship.
The Pinnacle Services Program – this program provides clients with services delivered to their individual specifications.

The deliverable associated with each of these programs help start the relationship on the right foot and serve as the basis for our accountability to you. We include your other trusted advisors during every step of the process to ensure continuity and clear communications.

Risk Management

Risk management and protection planning are important components of any overall financial program, and help us play an important oversight role as we help you reach your financial goals. As an entrepreneur who has built your own company, you understand the importance of protecting it, and planning for any contingencies that might occur in your life or business.

Taking the time to manage risk and protect your estate will significantly increase your ability to meet your life goals, protect your assets, estate and loved ones from any unplanned events. Part of our client experience includes an initial assessment of your risk position, as well as ongoing monitoring to ensure that you maintain the appropriate level of protection moving forward.