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Know Someone Who Could Use Our Services? Thumbnail

Know Someone Who Could Use Our Services?

By Angela Dorsey

It’s no secret that managing money can be stressful. And the events of the past few years have only made things worse. In fact, a February 2022 American Psychological Association study found that 65% of respondents said money is a significant source of stress.

We all know that money doesn’t buy happiness, but there’s no denying it can make life more comfortable and perhaps less worrisome. Working with a financial advisor can go a long way in relieving financial stress, but it can be a very personal partnership. You trust someone to help you manage your more sensitive assets and, in doing so, form a long-term, trusted relationship with that person.

So, how do you find a financial advisor you can trust and with whom you’ll want to work for the long haul? At Dorsey Wealth Management, we understand this can be an overwhelming and intimidating process. Trusting someone with your hard-earned money is not a decision you take lightly. Knowing this, we are honored to have the opportunity to continue serving more and more families and individuals who conscientiously choose to let us in on their financial journey. 

We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. Your referrals are the highest compliment and we want to share a little bit about what they can expect if they work with us. 

The Dorsey Wealth Management Difference

We’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to us. As a fee-only fiduciary, we believe so many people have referred others to us for a few different reasons:

  1. A personalized real-world approach. No two clients will be exactly the same, and neither will their financial needs. That’s why we create a plan focused on your unique financial goals. We take the time to outline a customized strategy based on your specific needs, goals, and circumstances. 
  2. Strong relationships. We prioritize a hands-on client-centered approach, which has led us to build long-lasting relationships with so many of our clients. We’re proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
  3. A long-term commitment. We recognize that financial planning and investing is not a static process. Life changes happen and investment objectives can shift over time. That’s why we provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or preserving assets for future generations, we seek to provide the resources and continuous management necessary to keep you working toward your goals.
  4. A dedicated team. As seasoned professionals, we strive to maintain a high-touch and personalized experience and to help our clients simplify complex decisions about their money. With a dedicated team of professionals on your side, we hope you can feel more confident as you navigate life’s challenges and planning opportunities.

Who We Serve

We strive to partner with you and help carry your financial burden, aiming to make your wealth work for you, not the other way around. Because we like to form trusted and close relationships with our clients, we also strive to work with people whom we believe we can best serve.

At our firm, we specialize in working with women who are navigating their family’s finances and pre-retirees that want to retire in the next five years. We provide financial solutions that help women retire with confidence and peace.

Do You Know Someone Who Could Benefit From Our Services?

We’re here to partner with women to help them make smart decisions about their money so they can retire to a life they love! We serve clients virtually across the country. If you know anyone else who has questions or needs unbiased advice, we’re never too busy to help.

If you’re a client of our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. Consider sending this article to them, and if they’re interested in partnering with us, they can reach out to us at (310) 370-7776 or angela@dorseywealth.com or they can schedule a free introductory 30-minute phone call.

About Angela

Angela Dorsey is the founder and financial advisor at Dorsey Wealth Management, a fee-only financial planning firm based in Torrance, California, helping women prepare for retirement. Angela earned a BS in computer science from Loyola Marymount University, an MBA from UCLA Anderson School of Management, and spent 20 years as a Senior Compensation Specialist in large corporations before becoming a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor (RIA). That background gave her the tools to couple with her passion for empowering women to make the best financial decisions possible. Angela lives in Torrance, California, with her husband. She enjoys spending time at the beach or surrounded by nature. To learn more about Angela, connect with her on LinkedIn.