Client Engagement Process Dean Financial LLC was founded on principles that help our clients with every aspect of Retirement. The center pieces of that foundation are education and understanding. This commitment is critical to the value that we bring to you. As a fiduciary, we are held to the industry’s highest standards. We are entrusted with managing our clients’ assets and acting in their best interest. . Discovery Discuss current plan and goals.Identify risk tolerance.Review how we manage wealth. Introduce a Strategy Review “Dean Wealth Management Retirement Plan.”Decide if a fit exists, schedule next meeting. Implement Strategy Review plan and address questions.Investment/income plan. Present Completed Strategy Provide online login info.Provide copy of all documents. Progress Reviews Review accounts on a regular basis. Schedule an Appointment Today Name Email Address Phone Question Thank you! Oops!