facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Working With Us

Becoming A Client

Dorsey Wealth Management provides retirement planning, investment management, and tax planning. 

Our typical client is usually a few years from retirement or recently retired. Our comprehensive services will be most valuable to you if you have saved at least $750,000 for retirement.

If you are looking to delegate your financial planning needs to a trusted advisor, we encourage you to explore our Services and schedule an Introductory Phone Call.

Our Step By Step Process

Our process is designed to help you make an informed decision about working with us. There is no charge for this process. Our goal is for you to feel confident and understand how we can help you before making a decision that Dorsey Wealth Management is the right financial advisor for you.

Step 1:

Introductory Phone Call

During this initial 30-minute phone call, we will ask you to describe your financial situation. Should our services appear to fit your needs, we will schedule a  “Get Acquainted Meeting."

Step 2:

Get Acquainted Meeting

This meeting is an opportunity for us to discuss further your financial goals, values, concerns, and objectives. You will be asked to provide information prior to this meeting so we can have a clear picture of your financial situation.

Step 3:

Our Analysis

Your answers to our questions along with the documents we have requested will help us conduct and present an analysis of your situation in clear and straightforward language.

Step 4:

Analysis Presentation Meeting

During this meeting we will present our analysis and clearly explain how we can help you. We will also provide you with a quote of what your annual fee will be.

Step 5:

Think About It

The decision to work with a Financial Planner should not be rushed. Prior to deciding to work with us ask yourself the following:

  • Do I like and trust the team at Dorsey Wealth Management?
  • Will the benefits they provide exceed the fee I'll pay?
  • Do their recommendations make sense to me?

Step 6:

Orientation Meeting

Welcome to Dorsey Wealth Management!

During this meeting we will review what to expect when partnering with Dorsey Wealth Management and answer any questions you have so far.

Schedule a Phone Call