Consultation - DreamVision Capital

Take a look at our proven financial planning process.

Kickstart your DreamVision today with a 15-minute chat!

SCHEDULE WITH A PRO

INTIAL CONSULTATION

In this meeting we get to know each other better and I get an idea of what areas I can help with.

Information gathering

I gather crucial financial documents. We discuss the specifics of your financial situation and I lay out the initial direction.

Deliver recommendations

Here I present my analysis and recommendations, and answer any questions you may have about implementation.

Implementation and review

Depending on what we decide, I will help you implement the recommendations, monitor the plan, and follow-up regularly.

Helping young professionals and business owners achieve their financial dreams.

Alexander Kanellopoulos, CFP ^®

Founder and CEO of DreamVision Capital, LLC

Check the background of this investment professional on FINRA's BrokerCheck

Securities offered through The Leaders Group, Inc. Member FINRA/ SIPC, 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. 303-797-9080.

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Advisory services offered through DreamVision Capital, LLC. The Leaders Group, Inc. and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. The Leaders Group, Inc. and DreamVision Capital, LLC are separate companies.

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