Reduce StressRetirement Planning For Women
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Why Dorsey Wealth Management
Personal
As a small boutique firm, you get the personalized attention you need and deserve.
Focus on Women
After transitioning to a life I love, I now help other women retire to a life they love.
Simplicity
We talk to you in plain English and eliminate unnecessary financial jargon.
Commission - Free
As a fee-only firm, we are compensated exclusively by the fee paid by our clients.
Fiduciary
We are legally bound to put your best interest first and provide unbiased advice.
Comprehensive
We incorporate all aspects of your financial life into our planning process.
Transparent
Our transparent fee schedule has no hidden fees. You know exactly how much you are paying.
Trusted CFP® Professional
Only 23% of U.S. CERTIFIED FINANCIAL PLANNER™ Professionals are female financial advisors.
Who We Serve
Most of our clients are women or couples near retirement, diligent savers, and want to partner with a trusted advisor
Make Work Optional
You enjoy your career, but wouldn't it be nice to know you could retire whenever you wanted?
Ready To Retire
After years of working you have decided it is time to retire. But do you feel prepared?
Already Retired
You are retired but do you have a plan in place so you can enjoy retirement without worry?
Second Act
Is a new career or starting a business calling you? Put a plan in place so you can start the next chapter in your life.