1. Get to know us and let us get to know you. Learn more about our approach and see if we are the right fit for you and your future. 
2. Gather data. We have a good, deep conversation about what you really want for the future. Of course, we are going to need the static data, such as income, expenses, and liabilities, but what is most important is what you picture your future to look like. This may take some pondering and thinking for what you want the next 1, 2, 5, 10, 30, or 40 years to look like.
3. We analyze the data and answers you give us. We find where we think some holes in your current plan are and what we believe you can do to fill in these holes to optimize your plan.
4. We build the plan. We build a set of recommendations based on our analysis and, keeping in mind your goals, quantify the results using our software.
5. We communicate the analysis and present the recommendations. If you don’t like some or all of the recommendations we are making, then we can go back and build a new plan for you. There is more than one way to get to your destination, so let’s find a path that works for you.
6. Implement the recommendations. The plan is pointless if we do not take action. It would be as if a doctor told you to eat better and exercise more or else you will have a heart-attack. If you choose not to do either of those, then the consultation with the doctor was pointless and the outcome is inevitable.
7. Monitor and maintain. We need to make sure that whatever change happens in your life or with your goals, we can make adjustments to the plan and correct our course to once again reach our destination.​

Previous (Investment Philosophy)

DYNAMIC WEALTH PARTNERS

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Brenden Fitzpatrick and Matthew Seem offer financial planning services and investment advisory services through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to separate client agreement.  Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Our compensation may be based on a combination of fees and commissions. Dynamic Wealth Partners is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255. Availability of Long-term care and disability income insurance varies by carrier and state. 

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Dynamic Wealth Partners is licensed to conduct business in the following states: CO, KS, NE, MN, MO, SD, WA

Dynamic Wealth Partners and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.

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