September 18, 2018

Services

Financial planning for professional women

Empowerment Roadmap

As a client of Dorsey Wealth Management, you will begin with the creation of a customized financial plan that will serve as your roadmap to your personal, ideal future. This plan is created over a series of collaborative meetings and follow-up emails to ultimately create a tailored plan that reflects your values, goals and finances. This phase of planning usually takes 2– 3 months.

Empowered Wealth Management

Proper implementation and good decision making are crucial to reaching your financial goals. Once your Empowerment Roadmap is completed, I offer an all-inclusive service where I provide a full suite of financial planning and investment management services. I’ll be there to support and guide you as I monitor your progress, provide advice and regular reviews of your financial matters and keep your “roadmap” updated. I help you stay on top of all aspects of your financial life and coordinate with your other professionals such as CPAs, attorneys, mortgage brokers and insurance agents as needed. We will hold meetings throughout the year to make sure you stay on track.

Investment and Tax Planning Strategy

  • Asset Allocation Review
  • Investment Policy Statement
  • Rebalance Portfolio
  • Tax Planning Strategies

Risk Management and Estate Planning

  • Evaluate Insurance Coverages
  • Review Asset Protection Plan
  • Assess Estate Planning Needs

Career and Passions

Investing in your ability to use your skills, experience, and talent enhances your earning potential. Whether you are looking at the next step in your career or business, making a career change, starting your own business, or finally having the resources to devote to a passion project, this meeting focuses on you and living your ideal life.

Pricing

Empowerment Roadmap

The fee for creating your Empowerment Roadmap is $3,000, with $1,500 due upon engagement and the remaining $1,500 due upon completion of your plan.

Empowered Wealth Management

The annual fee for ongoing Financial Planning and Investment Management is:

$3,000 + .75% * of assets managed

*The asset management fee is reduced as managed assets rise over $2 Million

The minimum quarterly Empowered Wealth Management fee is $1,250. The annual financial planning fee is waived for managed assets of 1Million and above.

Process

Step 1: Introductory Phone Call

During our 30-minute phone call, I will ask you to describe your financial situation. I will assess how my financial planning process will help you. Should my services appear to fit your needs, we will schedule an in-person “Get Acquainted Meeting.”

Step 2: Get Acquainted Meeting

Our Get Acquainted Meeting is an opportunity for us to delve further into your financial goals and objectives. If we decide to move forward, I will provide you a checklist of additional information needed to begin developing your Empowerment Roadmap. At this time a $1,500 deposit will be due.

Step 3: Goal Setting and Data Verification Meeting

During this in person meeting, we will review the information you submitted via your secure client portal. We will discuss your goals and objectives. The purpose of this meeting is to clarify your data and what you need to achieve in order to take control of your financial destiny.

Step 4: Empowerment Roadmap Presentation Meeting

During this meeting I will present your Empowerment Roadmap. We will review and discuss each component of your plan and the recommendations. At the end of the plan presentation full payment of the balance of your fee is due.

Step 5: Ongoing Financial Planning

Once your Empowerment Roadmap is completed, you can choose to take advantage of my all-inclusive Empowered Wealth Management service. I provide a full suite of financial planning and investment management services. As a client, we will meet throughout the year to make sure you stay on track.

Take The First Step To Financial Peace of Mind

Schedule A 30-Minute Introductory Call

Introductory Call with Angela