Trust the Process

For over three decades, North East Asset Management has developed and refined a client-centered process. No shortcuts, just a path infused with clarity and simplification to generate financial peace of mind. The moniker ‘DIME’ describes the process:

Design

The Comprehensive Plan

Implement

Short & Long Term Recommendations

Monitor

Client's Entire Financial Situation

Evaluate

For Performance, Life Changing Events and Unexpected Curve Balls

From the start, the ‘DIME’ process includes:

Exploratory Meeting

Meeting Length: 30-45 minutes

Exploratory Meeting

Meeting Length: 30-45 minutes

The opportunity for prospective client and NEAM CFP® professional to dialogue about potential engagement.

Data Gathering Meeting

Meeting Length: 60-90 minutes

Data Gathering Meeting

Meeting Length: 60-90 minutes

Time to roll up the sleeves and get to work. Client is responsible for all documentation and financial desires/goals, while NEAM CFP® professional needs to listen, gather information, internalize, and begin the framework construction of clients Comprehensive Plan.

Rough Draft Meeting

Meeting Length: 45-60 minutes

Rough Draft Meeting

Meeting Length: 45-60 minutes

With ⅔ to ¾ of Comprehensive Financial Plan developed, client and NEAM CFP® professional go through, examine, correct all pertinent information, setting the stage for final modifications and eventual client presentation.

Final Presentation Meeting

Final Presentation Meeting

Client and NEAM CFP® professional gather to go through the finished Comprehensive Financial Plan, featuring Short and Long Term Recommendations. This concludes the ‘Design’ part of the ‘DIME’ process, leading directly to ‘Implementation’ through Client’s trusted allied professionals with NEAM CFP® professional coordinating activity, with Client’s best interest, always in mind and action.

Relationship Meeting

Relationship Meeting

As recommendations become reality, the ‘DIME’ process shifts to overall ‘Monitoring’ of the Comprehensive Financial Plan’s effectiveness and progression. Regularly scheduled quarterly virtual, phone, or in-person meetings assist in staying current with the client’s financial situation, when ‘Evaluating’ for growth of client’s Net Worth, the ultimate measurement. No matter if assets go up, liabilities go down or a combination, Net Worth determines success for the client and NEAM.
The DIME Process

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Contact Us

North East Asset Management
9298 Central Ave NE, Ste 407
Minneapolis, MN 55434

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