Our Process

Creative Financial StewardshipTM

CFSTM is our holistic process designed to provide financial clarity, confidence, and capabilities for wealthy families




Bring clarity to your financial situation by identifying your opportunities, dangers, and strengths.


Financial Model Builder

Clearly see the gaps and opportunities in your current financial situation.



Build a road map to your financial future with creative ideas to increase your confidence.


Game Plan Accelerator 

Prepares you to take actions to enhance your financial stewardship and meet your financial objective.


Snapshot Evaluator 

Bring clarity to progress made and identify new opportunities, strengths, and potential dangers.




Consider the following questions to help you determine if your situation may be a good fit with Davies Financial Advisors:

  1. Do you desire greater confidence in your financial future?
  2. Are you looking for creative design ideas in the areas of wealth creation, preservation, and distribution?
  3. Do you desire to unlock equity in your business?
  4. Are you concerned about maximizing your wealth?
  1. Do you wish to reduce taxes on your investments?
  2. Does your investment risk outweigh the investment performance?
  3. Is asset protection important to you?
  4. Do you know if you're getting a good deal or not on your investments?
  5. Will you be the beginning (or the end) of your family's successful financial legacy?