Jeff Dickinson - Real Estate Broker

How we make a plan tailored for you and your future

Setting your path is about building the future you dream about. Together, we’ll use our 5-step process to assess your tolerance for risk and create quantifiable, actionable financial goals based on what’s important to you. We’ll partner with you throughout your journey, always sharing strategies to help bring you closer to the future you see for yourself.

Step 1: Where am I today?

First, take time to understand where you are today. We’ll work together to identify and prioritize your needs, assess your risk tolerance and understand what affects your current financial picture. Factors such as income, expenses and savings all play a part in this. Talking about these factors shapes the advice we offer you and the strategies we’ll build together.

Step 2: Where would I like to be?

The next step is determining where you want to be. What does your vision for the future look like? Why are you investing? What’s important to you?

This conversation is very important because we’ll use what we learn to translate your vision into a personal, measurable goal, and develop a written strategy so we can track your progress.

Events in November 2024

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
October 28, 2024
October 29, 2024
October 30, 2024
October 31, 2024(1 event)

12:00 pm: Financial Advice for savings


October 31, 2024

November 1, 2024
November 2, 2024
November 3, 2024
November 4, 2024
November 5, 2024(1 event)

11:00 am: Lunch and Learn


November 5, 2024

November 6, 2024(1 event)

9:00 am: Home and Renters Insurance


November 6, 2024

November 7, 2024
November 8, 2024
November 9, 2024
November 10, 2024
November 11, 2024
November 12, 2024
November 13, 2024
November 14, 2024(1 event)

12:00 pm: Financial Advice for savings


November 14, 2024

November 15, 2024
November 16, 2024
November 17, 2024
November 18, 2024
November 19, 2024(1 event)

11:00 am: Lunch and Learn


November 19, 2024

November 20, 2024(1 event)

9:00 am: Home and Renters Insurance


November 20, 2024

November 21, 2024
November 22, 2024
November 23, 2024
November 24, 2024
November 25, 2024
November 26, 2024
November 27, 2024
November 28, 2024(1 event)

12:00 pm: Financial Advice for savings


November 28, 2024

November 29, 2024
November 30, 2024
December 1, 2024