Monitoring / Tracking Results
Video: Wealthcare Tool
The final phase of effective planning includes on-going monitoring of your financial plan. This includes continued surveillance of your current situation, future horizons, family goals, and your feelings about the market. Dyken Wealth Strategies offers our clients a unique Wealthcare Tool that is available online 24 hours a day which allows Advisor & Doctor to collaborate and interact on wealth management issues any time of day. In addition to having a personalized and secure wealthcare website, the WCT has many rich features including: planning tools, a digital vault for all important financial and family documents (like a safety deposit box), and real-time consolidated reporting for all assets. (see video) We will closely monitor the results of your plan which includes scheduled personalized quarterly meetings and a complete annual review at your home or office. These face-to-face meetings allow DWS to proactively navigate through any life changes or situations that might require adjustments to your treatment plan. We understand that doctors are busy and maintain schedules that change. It is our goal to come to you, at you convenience, and we are available anytime to meet with you during the year to ensure that you are comfortable with your comprehensive, integrated financial plan. As your partner, Dyken Wealth Strategies provides exceptional personalized service which is an incredible benefit to our clients.
"Successful wealth planning strategies for my clients is dependent on my desire to know my clients and develop long-lasting personal and professional relationships with my clients." |
Contact Info
234 Office Park Dr. Floor 2
Gulf Shores, AL 36542
Map and Directions
Phone: 251-955-2827
Additional Pages
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This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. Securities offered through First Allied Securities, Inc., A Registered Broker Dealer, Member FINRA / SIPC. Advisory Services offered through First Allied Advisory Services, Inc.
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