Our Process

Our Process


We offer first-class financial planning with personalized attention to individuals and their families.

Our Financial Planning Process is Simple

Discover Your Needs

You lead your appointment. During your first 15-minute consult we will discuss your expectations, goals, concerns, time horizons, and existing investments. We want to learn as much as possible about what’s important to you, helping you define your own financial success.

Create a Plan

Using the information you’ve given us, and a financial analysis process we’ve spent years developing, we’ll create a financial plan for you. It’s effectively a roadmap tailored to your goals and risk tolerance. We do all the research for you, and keep on top of the latest news and trends, so you can focus on living your life.

Reach Your Goals

After reviewing your plan, we can adapt your existing portfolio or create a whole new one for you. We take into account a number of factors in the process including: economic factors and trends, proper diversification of assets, manager selection, risk and tax analysis, and correlation to other investments. You’ll have secure 24/7 access to our wealth management interface from anywhere in the world to monitor your portfolio.

Monitor & Review

Your financial plan is a living document. We’ll continuously work with you throughout your lifetime to implement, manage and update your total financial plan. You can meet with us as often as you like for reviews and updates. When any big changes occur in your life, we’re here to help.

The P.I.L.O.T. Process

Our proprietary system, which we call our P.I.L.O.T. process, is free from product or institutional influence. It stands for Planning Improves Life Over Time. We help clients by leading them through this proprietary, step-by-step process that fully informs them of their options, helps them make wise decisions, and in some circumstances, helps them implement those decisions.

DuPont Wealth Solutions is an independent agency and our process allows us to serve you through the years with a large universe of wealth solutions for you and your family. We combine time tested methodologies and first class technology to help protect our clients from market perils while maximizing their potential success.

What is a fee-based financial planner?

We are a fee-based financial planning firm. This means that you’ll never have to worry about getting hit with hourly bills when you call us. Feel free to call us at any time with questions, or if you just need advice. We work with you as a fiduciary and an advocate.

Take Charge of Your Financial Future

We understand just how big of a decision choosing the right Financial Advisor can be.

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655 Metro Place South
Suite #440
Dublin, OH 43017 USA

info@dupontwealth.com
(614) 408 – 0004