The 3D Process of Planning consists of three essential steps:
1. Discover
Discover the goals,
desires, objective and facts.
We first clearly explain our services, process, and define both your and our expectations and responsibilities; the timeline for the process; and how decisions will be made.
2. Design
Design the plan
to meet your goals.
Once all the data gathering and documentation has been collected, we will analyze all the information to assess your current situation, and determine what you must do to help meet your goals.
3. Deliver
Deliver the plan with
recommendations & execute.
Once the plan has been developed, and the design complete, it is delivered for your review. We offer recommendations, and understanding of them so you can make informed decisions.
Check the background of this investment professional or MML Investors Services, LLC on FINRA’s BrokerCheck
Securities and investment advisory services, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004. Tel (610)664-9922.
3D Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202506-2441586.
