The Dream Achiever
Process, developed over a 30-year period by DD Humes,
is unique in todays marketplace.
Until now, financial planning has traditionally relied on
a six-step process acknowledged as a standard in the financial
planning community. We recognized a significant void in that
process; the focus was heavy on numbers but paid little attention
It is precisely the addition of this lifestyle
focus that gives the Dream Achiever Process
its leading edge in todays financial planning community.
We are convinced that it gives our clients reason to stay
with DD Humes.
Why does the Dream Achiever Process
focus on lifestyle? We believe that numbers alone are uninspiring.
It is when you attach those numbers to peoples dreams
that they come alive. We believe that when clients can draw
their own lifestyle blueprint and can give, with our assistance,
an economic value to their choices, they have the recipe for
Lets face it any monies that
you invest with us today will take away from your current
lifestyle in order to prepare for tomorrows. If your
view of life in the future is not inspiring, why would you
want to take away from the present? We are here to help you
construct an inspiring vision of your future.
Even though we believe that The Dream Achiever
Process applies to all
individuals, clients must see its relevance in relation to
their own needs. From the very beginning of the relationship
between a client and DD Humes,
it is important that our philosophies coincide.
We begin with the completion of the Know
Your Client (KYC) forms, which let both sides know almost
immediately how comfortable each party is with the philosophy
behind the Dream Achiever Process.
Ideal Humes clients find value in life mapping, and
concentrate on their overall objectives, rather than individual
transactions. At DD Humes we
focus on the Big Picture.
DD Humes strongly depends on our clients
becoming advocates in other words, we aspire to make
you so happy with the value that we add to your equation,
that you are anxious to refer us to your family and friends.
We are proud of the fact that in 30 years of business we have
never had to make a cold call. We appreciate the
confidence and trust our clients have placed in our organization,
not only in dealing with us personally, but also by sending
others to do the same.
Begin your tour
by exploring the process map.