PLANNING FOR YOUR JOURNEY: DREAMS THRIVE HERE
At D.H. Gould Company, we recognize that your dreams, goals, and values give direction for your financial plan. Our team takes the time to understand what you want to get out of life and how you feel about your wealth. With over 45 years of experience, we will help guide you along your financial journey.
Working closely with our clients, we follow the "Living-Legacy Process", which encompasses financial planning and estate planning into one fluid plan. Utilizing the newest technologies combined with unparalleled expertise, we provide for outstanding results.
GOALS ARE DREAMS WITH A DEADLINE
LET'S BEGIN WITH YOUR DREAMS:
Where do you want to be?
What do you have?
What do you need?
NOW LET'S MAKE A PLAN:
How do I get there?
Putting a plan in motion
Optimizing the plan to achieve your GOALS!
LIVING-LEGACY PROCESS
This is a highly introspective approach to financial planning which requires a great deal of attention to peoples' needs. Not only are emotional and psychological issues addressed, but the process also relieves the anxiety experienced by not addressing the issues of transferring values from one generation to the next. We feel that this introspective approach breaks down the barriers that cause procrastination in pursuing financial and estate planning.
OUR LOCATION
6905 Rockledge Drive, Suite 900
Bethesda, MD 20817