April 20, 2018

Helping Professional Women Simplify Finances and Grow Wealth

Financial planning for professional women

As a Professional Woman, do you . . .
  • Feel you are so busy managing work and family that you don’t have the time or expertise to do long-term financial planning
  • Want to feel more confident and knowledgeable to make wise financial decisions?
  • Want education and guidance on how your money could be working for you?
  • Want to develop strategies to enable you to accomplish your goals?
  • Want to ensure that you will not outlive your savings in retirement and that you will be able to maintain your standard of living?
  • Wonder if you are taking full advantage of your company’s benefit plans or plans offered to those who are self – employed?
  • Wonder if it is feasible to change careers, start a business, or reduce your work hours?
  • Feel disorganized and overwhelmed by your finances?

Would you like to have confidence in the future? Feel secure? As a fee-only financial planner, I am a fiduciary and take an oath each year to put my clients needs above my own. I sell no products and receive no commissions. As your financial advisor you pay me an annual fee that covers the expertise and financial strategy I provide.

Together, we will meet regularly to make sure all of the pieces of your financial puzzle are working together to support your goals. Additionally, you will have full access to wealth management services at no additional charge whenever you have questions or your circumstances change.

 

Financial Planning for Women

Women are more likely to be responsible for taking care of others and on average live longer than men. Women are also more likely to be the sole financial decision-maker late in life. Though educated and successful, earning more now than ever before, women often lack confidence in their ability to make financial decisions. [More]

Financial Planning for Widows

Financial planning for widows

When a woman comes into my office looking for financial planning for widows, she is usually overwhelmed, confused and pressured by others to make major decisions during such an emotional time. In early widowhood, a widow’s grief can feel like a brain freeze. For many new widows decision-making is downright difficult. [More]

Financial Planning

When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals.

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Investment Management

wealth management for women

Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both. Dorsey Wealth Management is a fee only financial planning firm that primarily serves Torrance, Redondo Beach, Hermosa Beach, Manhattan Beach and the Palos Verdes Peninsula. Fee-only financial planners are registered investment advisors with a fiduciary duty to act in their clients’ best interest. They do not accept any fees or compensation based on product sales. [More]