A detailed review of your financial information is a crucial step in the process of personal and business financial planning. A magnified look at your numbers, while making certain to not remove our primary focus on your goals and dreams, for the purpose of developing a working personalized plan of action, unique to you and your ever-changing needs. We understand that almost nothing is without change. Therefore, adaptability, function ability and update-ability of your advice, is imperative to your evolving planning strategies. We change as you change! 

Use the checklist below as a guide. We will use this valuable information to analyze your goals and propose implementable strategies and recommendations. Depending on your preference, we will either provide those for you to implement completely on your own, in partial collaboration with us, or through our full-service planning capabilities in collaboration with the many qualified specialists and experts with whom we partner. These are carefully vetted and selected, trusted professionals. 

For D’Aciam Private Wealth & Commercial Family Offices financial advice planning clients ONLY: You may upload copies of this information and any supporting documentation securely through your financial planning portal. Log in to the secure site on www.rightcapital.com, upload this and any other files in the appropriate folder. (If no folder exists for the specific document-type, feel free to create a NEW folder for information.) 

Not registered? Send a request to: Maica.D.Walker@daciampw.com  

Generally speaking, most individuals as well as businesses, partner with a financial planning expert and/or wealth manager for one of the following reasons. Please select at least one which most applies to you and include the corresponding letter choice(s) at the top of your Discovery Input Form: