Our Process
Your Financial Planning Journey
A Clear Path to Financial Confidence
At Dugas & Associates, we believe great planning starts with clarity. Our process is designed to make your financial life feel organized, understandable, and supported every step of the way. Here’s what you can expect when you partner with our team from beginning to ongoing support & guidance.
Schedule Your Complimentary Consultation
Your journey begins with a simple step: booking your first conversation with us. Before we meet, you’ll receive a brief online Asset Map questionnaire. This helps us get a snapshot of your financial landscape so we can make the most of our time together.
Meet With Us
During your first meeting, we walk through your Asset Map together, explore your goals, and discuss any concerns or priorities you may have.
This is a two-way conversation—an opportunity for you to learn about our approach and for us to determine whether we’re the right fit to support your financial life. If we decide to move forward, we’ll outline the appropriate engagement and fee structure.
Engagement & Data Gathering
Once you choose to work with us, we’ll formalize the engagement and collect the initial fee.
You’ll then receive a secure link where you can easily upload your financial documents at your own pace. Our team will track your progress and reach out if we need anything additional.
Analysis & Plan Development
With your information in hand, our team begins building your comprehensive financial plan.
We analyze your current situation and develop tailored recommendations across every area of your financial life—from cash flow and investments to retirement, taxes, insurance, and beyond.
Plan Presentation
Within approximately 3–4 weeks, we’ll meet to walk through your holistic plan.
We’ll explain our recommendations, answer your questions, and ensure you feel confident about the path ahead. You’ll receive a written summary and clear action steps to guide your next moves.
Ongoing Partnership
Your financial life evolves, and your plan should, too.
As your dedicated partner, we provide continuous guidance, proactive monitoring, and ongoing support to help you stay aligned with your goals over time.
Ready to get started?
Schedule a complimentary consultation and take the first step toward financial clarity.