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Category Archives: Client Newsletters

April 2018 Client Update

Business Update At D3 we are focused on the following activities: Taxes for AFO (Affordable Family Office) Clients: As we get closer to the end of another tax season, we would like to remind all of our AFO clients that we are not just doing taxes; we are also doing tax planning. For every tax return…Continue Reading

January 2018 Client Update

Business Update After a very busy December due to the tax law changes, January will also be very busy month for D3. We are focused on the following activities: Portfolio Performance: We look to reconcile all client accounts by January 10th. Once all accounts are reconciled we will review your portfolio performance reports and look to have…Continue Reading

December 2017 Client Update

Business Update D3 20 Year Client Appreciation Event: Please save the date Saturday, January 13, 2018 for our 20 year client appreciation event. You should all have received invitations in the mail. Please RSVP to Patty by Friday, December 22 either by email (Patty@D3FinancialCounselors.com) or telephone (630-271-0033). Contract Update: All of you have received your…Continue Reading

November 2017 Client Update

Business Update Contract Update: We have finalized all modifications to our client contracts as a result of the changes made by the Department of Labor Rule (DOL) and How it Impacts D3 Clients. We will be sending out letters with new contracts to all clients starting November 15th. Although the language for our fee schedule has…Continue Reading

October 2017 Client Update

Business Update Contract Update: We are finalizing the necessary modifications to our client contracts as a result of the changes made by the Department of Labor Rule (DOL) and How it Impacts D3 Clients. We will be sending out letters to all clients in the latter half of October and early November that will update…Continue Reading

September 2017 Client Update

Business Update Contract Update In our June newsletter, we made note of the changes made by the Department of Labor Rule (DOL) and How it Impacts D3 Clients. We mentioned that “in addition to increased documentation, there may be some contract and disclosure requirements that we will need to comply with.” After working with SEC contract…Continue Reading

July 2017 Client Update

Business Update Plan Update & Performance Reviews We continue to work on our Affordable Family Office clients’ financial plan updates.  Our focus for the plan updates is to determine if there are any course adjustments needed based upon changes in your savings, spending, and net worth.  In addition, we are looking to add value through long-term tax…Continue Reading

June 2017 Client Update

Business Update What is the Difference between a Financial Plan and Financial Planning? A financial plan is a static point-in-time view of your financial position, whereas financial planning is an ongoing, dynamic process that helps to keep your financial plan on track. At D3, we do financial planning. This is why we do an annual…Continue Reading

May 2017 Client Update

Business Update Taxes are Complete: With the help of Todd Costigan, CPA, we completed all of our Affordable Family Office (AFO) client’s taxes on time.  Four items of note: Todd has joined D3 as an employee and works Tuesdays and Thursdays throughout most of the year. Please introduce yourself to him when he answers the phone.…Continue Reading

How to Ensure Accurate Data in Your D3 Client Portal

For some accounts, you need to be responsible for the accuracy of the data.  For other accounts, it is D3’s responsibility. How to know the difference: There are basically three ways to add accounts onto your client portal: You establish the live Connection D3 establishes a live Connection through accounts that we manage D3 manually…Continue Reading