Clear process, direct access, and a portal that keeps your full financial picture in one place.
Every client gets access to D2's planning page — your net worth, probability of plan success, and full balance sheet in one dashboard, updated as your accounts change.
A short conversation to see if we're a fit — no obligation, no pitch.
We go deep on your full financial picture and what you're trying to solve for.
We walk through a plan built specifically around your numbers and goals.
Regular check-ins timed around tax deadlines, bonus cycles, and life changes.
Consistent, proactive contact — not just when something goes wrong.
Scheduled reviews at least twice a year, timed around tax deadlines, bonus cycles, and life changes.
Direct access to your advisor by phone or email whenever something comes up — not just at your scheduled review.
All of your accounts linked in one place for easy tracking and staying up to date with your plan.