"We understand the concerns of doctors.
..... We speak the same language."
Dyken Wealth Strategies has been specializing in wealth management for doctors for over 10 years. Dr. Jason Dyken practiced Internal Medicine for 10 years and has been married to an Orthodontist for 18 years. He understands the concerns of his doctor clients.
Doctors are passionate about healthcare.
You worked through high school, college and professional school to become a doctor. You chose a career based on your desire to help others, not personal rewards. Your focus is on curing disease, relieving pain/suffering, solving complex medical issues... all to create peace of mind for your patients and to make your patients' lives better.
Our passion is to create peace of mind for our clients and to help them solve complex financial problems. The Dyken Wealth Strategies team understands doctors’ unique earning, spending and savings patterns across different specialties and age groups. Our focus is to use this knowledge to design integrated financial plans (treatment) that are intended to help you reach your goals and make your lives better.
Wealthcare begins with comprehensive Diagnosis
As in any diagnostic process, we believe that an old fashion “Are we a fit” consultation is the appropriately named first step in evaluating a potential long-term relationship. During this appointment you will meet with the DWS team so we can hear about what is important for you now and in the future. You will also learn about Dr. Dyken, his firm, and his business beliefs.
After the “Are we a fit” meeting, if there is a mutual desire to begin a partnership, the next step is our “Fact Finding” appointment. It is during this meeting that the DWS team will begin the wealthcare due diligence / fact finding of your circumstances, goals & objectives. You will also get to hear about DWS business practices, client absolutes and service delivery processes.
The final stage in our Diagnosis phase is the “Implementation” appointment. The purpose of this meeting is share with you the results of the DWS team’s comprehensive planning efforts to include findings, assumptions, strategy and implementation recommendations.
During this wealth planning phase, your DWS team utilizes the wealthcare model C.U.R.E.. in treating all of the wealth management concerns that you face in today's financially complex environment.
Our passion is to cure our clients wealthcare concerns, to relieve frustration and to solve complex financial problems... all in creating peace of mind for our clients.
