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Helping Successful Women Retire in Style

Fee-Only Wealth Management and Retirement Planning for Women and Couples


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Retirement Planning where the Focus is on YOU

You want to feel confident you are making smart decisions about your money and have a plan to achieve and sustain the lifestyle you desire.

Let Dorsey Wealth Management grow and protect your wealth for peace of mind and guidance on how to retire to a life you love. 


Why Dorsey Wealth Management

Personal

Each client works directly with me. As an experienced financial planner with the latest technology and a network of subject experts, I can focus on your individual needs.

Focus on Women

As a wife, mother, and business owner, I am uniquely suited to understand and serve the financial needs of women.

Simplicity

I talk to you in plain English and eliminate unnecessary financial jargon so that you always understand your plan. I also offer virtual services for your convenience.

Fee-Only

As a fee-only firm, I am compensated exclusively by the fee paid by my clients. There are no sales pitches, no commissions, and no third-party payments.

Fiduciary

I am legally bound to put your best interest first, and I take this commitment very seriously.

Comprehensive

I incorporate all aspects of your financial life into my planning process. After your initial planning is complete, we reevaluate all key areas annually.

Transparent

You should understand how much you are paying and what you are paying for.

Trusted CFP® Professional

I put my clients’ interests first. I will always provide clear, objective, professional advice that is in your best interest. My integrity and my word mean everything to me.

Who We Serve

Our clients are women and couples who live primarily in the South Bay cities of Torrance, Redondo Beach, Hermosa Beach, Manhattan Beach, San Pedro, and the Palos Verdes Peninsula. We also serve clients virtually across the country. Our clients value independent, objective professional guidance to achieve financial peace of mind. 

Older couple     

Planning for Retirement and Beyond

Planning for Retirement and Beyond

You are asking yourself, "When can I retire”, or “How do I make sure I don’t outlive my money?” You want to be able to maintain your lifestyle in retirement and feel secure.

Dorsey Wealth Management will develop a tailored, comprehensive financial strategy that takes into consideration your entire financial picture. We will create a retirement income plan so you don’t have to worry about running out of money.

You will be confident in retirement knowing that you have a trusted financial partner by your side.

Business Woman     

Busy Professionals Looking for a Trusted Financial Partner

Busy Professionals Looking for a Trusted Financial Partner

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? Do you want to ensure that you will not outlive your savings in retirement and that you will be able to maintain your standard of living?

Some interesting facts:

  • Women may or may not be the family’s breadwinner, but they are often the primary decision maker regarding spending and saving by their household.
  • Women are the sole or main breadwinner in 40% of U.S. households.
  • According to the National Center for Women and Retirement Research 80%-90% of women will, at some point, be solely responsible for all household financial decisions.
  • 83% of consumer purchases in the United States are made by women.

Dorsey Wealth Management can help you feel more confident and knowledgeable to make wise financial decisions. Together we can develop strategies to enable you to live your ideal financial life.


Female Widow     

Moving Forward After Losing a Spouse or Partner

Moving Forward After Losing a Spouse or Partner

Transitional periods are emotional and stressful, and it is a time when you need personal, objective experienced guidance.

Dorsey Wealth Management can help you make important financial decisions during this difficult time and develop a strategy so you can move forward feeling secure about your future.

Female Business Owner     

Receiving an Inheritance or Settlement

Receiving an Inheritance or Settlement

As a woman, when you receive an inheritance or settlement, you may experience a wide range of emotions. You’re saddened at the personal loss that has led to this gain. You’re happy to receive whatever you have and how you can use the money. This amount can make a positive difference in your life and the lives of others if you use it wisely. But don't feel rushed into making any decisions. Dorsey Wealth Management can help you create a plan to help ensure that you make the best decisions.

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