The mission of DABK Financial Planning
Services is to help clients achieve their
goals in line with their values.
Establishing a long-term, professional and
conflict-free relationship with the client is
extremely important in following the mission
statement. Such a relationship is achieved through
professionalism, competency and honesty.
Financial education of the clients, relevant to their
circumstances, is an important element of our value
proposition. As the old saying goes, give a man a
fish and you feed him for a day, teach him to fish
and he feeds himself for life.
We are dedicated to helping the client set realistic
goals based on her/his current life circumstances,
and individual priorities, and then doing our best to
help the client reach those goals.
Method of Compensation
Our compensation method is extremely simple
and transparent. We are compensated only by
you, the client, on an hourly or flat project or
We do not charge a percentage of assets under
management fee, or any other fee and have no
discretionary authority over our clients assets.
We have no affiliation with any financial
institution of any kind.
A copy of our Investment Advisor registration
document referred to as ADV Part 2 can be
provided upon your request.
Financial Planning Services
- To be honest and candid
with you starting from
the initial free
- To treat you with
respect and help you
truly understand the
financial concepts that
are relevant to your
- To make it clear what
services we deliver and
deliver what we promise.
- To focus on your specific
needs and goals.
- To make appropriate
referrals to other
you need advice in areas
outside our expertise.