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ARE YOU READY?

The Right Fit is Everything

At Dominion Financial Solutions, we spend a lot of time and energy to determine if “the fit is right.” We firmly believe that a relationship with a financial planner isn't one to be entered into lightly.

 

We're Not For Everyone

We are selective in who we work with because we strive to have deeper, more consultative client relationships.  

OUR IDEAL CLIENT

A Relationship not solely based on money

Each Ideal Client is different. We appreciate our clients for their uniqueness and who they are. 

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We are blessed to have the best clients in the world.  They are Ideal!  In general, we look for the following qualities in our clients:

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  • Dedicated to self-development; teachable and coachable

  • Would like to minimize financial and investment related stress, and maximize potential financial success

  • Goal oriented

  • Serious about a long-term partnership​

  • Realistic investment objectives and a willingness to communicate expectations clearly​

  • Needs our guidance and respects our competence

YOUR IDEAL ADVISOR

Are we who you are looking for?

We firmly believe that a relationship with a financial advisor isn't one to be entered into lightly.  You should do your homework before selecting an individual to help guide your financial life.

 

We recommend you consider the following while researching an advisor:

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  • What value do you place on the advisor's education and experience?

  • Does the advisor specialize in what you are hoping to accomplish?

  • Does the advisor provide full disclosure?​

  • Does the advisor have an ongoing consultative business model?

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