Received

You’re on the list.

Dustin’s office will confirm your place within two business days. After that, silence you can trust — one conversation when a place opens, nothing else.

What happens next

Three things. In order.

01

The confirmation

Within two business days, a note from Dustin’s office confirming your place. Every request is read by a person — his office, not a funnel.

02

While you wait

The Fusion Letter arrives quarterly — one decision a family faced, one structure explained plainly, one number worth knowing. Nothing to sell.

03

The First-Look Review

When a place opens: one private conversation with Dustin about your whole picture, before any commitment — in either direction.

While you’re here

What your first year would look like.

Four strategy sessions. Eleven named deliverables. Set out from the first meeting — so you always know what comes next.

01
First meeting
  • Advanced Plan Agenda
  • Wealth Map
  • Titling & Beneficiary Audit
Where you stand — and the gaps.
02
Second meeting
  • Tax Analysis
  • Advanced Plan Updates
  • Cash Flow Analysis
Keeping more of what you make.
03
Third meeting
  • Financial Plan Analysis
  • Estate Plan Review
  • Wealth Map Refresh
Protecting what you pass on.
04
Fourth meeting
  • Lending & Liquidity
  • Insurance Audit
  • Asset Protection Analysis
Defenses set before you need them.

Until then

Look around. Check the record.

Read how we think in Insights, or verify everything we claim on Standards & Fit — the public record, linked.

Back to the beginning →