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.
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.
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."
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.
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.
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.
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?
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.