Our Client Engagement Process
At Dorhout Retirement Services, we believe that building lasting relationships with our clients starts with trust and transparency. We consider our clients to be part of our extended family, and we carefully select those we work with to help ensure a strong alignment of values and goals. Our unique, five-step client engagement process is designed to create a customized pathway to financial independence, security, and fulfillment in retirement. By following this disciplined approach, we help our clients gain clarity on their financial needs and set a course to achieve their aspirations.
Onboarding
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Discovery
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Analysis
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Planning
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Implementation
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Review
Ongoing Care
ONBOARDING
Discovery
In this foundational step, we get to know you by reviewing your current financial status and understanding your retirement goals. Through open dialogue, we’ll discuss your existing plan, identify your risk tolerance, and introduce our “Fiscal House” approach, which lays the groundwork for managing your wealth effectively.
ONBOARDING
Analysis
Once we understand your situation, we’ll analyze your readiness for retirement using industry-leading tools and resources. This involves a thorough review of your financial position through our “P.E.A.C.E. in Retirement Blueprint.” If we determine that our services align with your needs, we’ll schedule a follow-up meeting to move forward.
ONBOARDING
Planning
This step marks the beginning of building your custom retirement plan. Using our years of experience and the insights gathered in the initial phases, we’ll develop a comprehensive strategy tailored to meet your specific goals and answer any questions you may have. Upon your approval, we initiate the investment and income plan.
ONBOARDING
Implementation
Once your personalized plan is ready, we begin implementing each component, ensuring you fully understand how it all connects to your vision for retirement. During this phase, we’ll provide you with secure online access and a complete, organized copy of all files, so you always have clear visibility into your financial plan.
ONBOARDING
Review
Life is ever-changing, and so are financial needs. To keep your plan aligned with evolving goals, we conduct regular reviews, at least annually, or more frequently if your strategy requires it. These ongoing assessments allow us to address any changes, ensure progress, and uncover new opportunities to enhance your plan.
ONGOING CARE
30 Day Check-In
You can be as involved in your wealth plan as you’d like thanks to the Client Experience. The portal lets you access all your accounts in one place, so you can easily view your plan and track your progress.
ONGOING CARE
90 Day Check-In
Once your wealth plan is in motion, we reach out after 90 days to check in on your goals, evaluate your plan, and make sure your money is working in your best interest. Having a plan is a start – but we help ensure that the plan is in motion and stays in motion.
ONGOING CARE
Yearly Check-In
Early retirement? European vacation? No matter what your idea of “true wealth” is, we will meet with you annually to develop a personalized wealth plan to help you pursue your goals.