February 25, 2018


Open Retainer Service

Dorsey Wealth Management Services offers comprehensive financial planning through the Open Retainer Service offering.

This service provides you with Comprehensive Financial Planning and Investment Management. It includes unlimited meetings and email or phone consultations on financial matters important to you.

As part of the Open Retainer Service, we will address the following pieces of your financial life:

Let’s Get Organized

Get OrganizedGetting organized is the first step. Would you like to see all of your investments, bank accounts and insurance policies all on one page? Would you like to be able to track your spending so you can see where your money is going? We will get your Personal Financial Website setup so you can have a complete, personalized financial picture of all of your accounts in one place, continuously updated and accessible from your computer or mobile device.

Goals and Values

Woman readingYour goals and values are the foundation on which your personal financial plan is built. What would the best day of the best year look like for you? Everything else is coordinated so that you can achieve your goals while remaining true to your values. We will talk about your goals during all of our appointments, but here is where we really talk about what’s most important to you, what all of this financial planning is for.

Investment Management

Woman readingI will review your current assets to get complete picture of all of your investments and see if there are any critical problems that need to be addressed. Then I will create and implement your Investment Strategy to make sure your portfolio has the right mix of investments to match your risk tolerance and meet your financial goals.

Tax Planning

Woman readingYou don’t have a choice about paying taxes, but you can avoid making the mistake of overpaying them. Tax planning helps to lawfully structure your income and take advantage of the adjustments, deductions, and credits for which you qualify so that you pay only what you owe when you owe it.

Cash Flow and Budgeting

Money budgetingDeciding in advance how you will spend your money ensures you are making regular progress toward financial independence and keeps your plan on track. If you are dealing with debt and spending issues, I will help you set priorities and gain control over your money.

Insurance Review

Open Retainer Service

Determining how much insurance coverage you need, what risks you can afford to self-insure, where you should buy your insurance, how much you should pay for it, and understanding and maximizing your employee benefit package are vitally important to your financial security. We will discuss the risks you face, review all of your insurance policies, make sure you understand what you have, and make recommendations for coverage that better meet your individual needs.

Estate Planning

Estate PlanningEstate planning goes well beyond making a will. It may involve naming a guardian for minor children, addressing medical directives, minimizing estate taxes, and determining when a trust is appropriate. We will discuss what you need and want in a will/trust and prepare you to meet with an attorney. If you already have a will/trust in place, we will review these documents to insure you understand them and that they meet your needs.

Retirement Planning

Open Retainer Service

Retirement planning is more than simply ensuring that you won’t outlive your money. It involves choosing the best strategy to maximize your Social Security benefits and Pension payment options. It’s also about how you will make your retirement years personally fulfilling and enjoyable. I will look at all of the pieces to prepare for retirement, and see if you are on track. I will also make recommendations to address any “gaps” if needed.

Education Funding

If you have children or grandchildren, identifying the right mix of alternatives and maximizing their use is a complex and confusing process, but there are ways for families of any income level to effectively save for future college costs.

Year End Review

During this appointment, we will review what we have accomplished during the year and plan for the next year.

Ongoing Consultation

Your Open Retainer service means that, in addition to the services listed here, I will provide advice any time you request it on the financial matters that concern you.


Take The First Step To Financial Peace of Mind

Schedule A 30-Minute Introductory Call


Introductory Call with Angela