What We Do And How We Can Help
By Angela Dorsey
Are you concerned you aren’t making the right financial decisions for yourself and your family? You aren’t alone. Many successful women struggle to gain control of their financial future and don’t know where to start when it comes to creating a plan for their money.
As a wife, mother, and business owner myself, I saw the financial struggles so many women were facing as they pursued their careers and took care of their families. So I started Dorsey Wealth Management to help women exactly like you.
Who We Are
Dorsey Wealth Management is a fiduciary, fee-only, comprehensive financial planning firm uniquely focused on serving the financial needs of busy women who want to take charge of their financial lives. Our clients, whether they are single or married, with kids or without, are smart women who have a lot on their plate. They run businesses, hold leadership roles in their companies, and make an impact on the world every day. But that also means they have unique challenges, namely the lack of time and knowledge to manage their finances proactively. They desire to be educated about their finances but end up overwhelmed and confused, not sure where to turn or who to trust.
That’s where we come in. Our relationship-based process helps women plan for retirement, navigate life’s transitions, and pursue their goals so they can experience financial peace of mind for themselves and their families.
What We Do
The foundation of all we do is you and your life. That’s why we take the time to understand you, your goals, your values, your relationships, your personal history, and every aspect of your finances. This allows us to create an Empowerment Road Map, a tailored plan to help you achieve your personal, ideal future. This road map clearly lays out your current financial situation, where you want to go, and what needs to happen to get you there.
From there, we work together to put this plan into action, leaving no stone unturned as we strive to optimize your finances through cash flow analysis, retirement planning, tax planning, investment planning, estate planning, and more.
Why Clients Choose Dorsey Wealth Management
In all that I do, what matters to you is what matters to me. I believe there are many reasons why my clients choose to work with me, and it all comes down to relationship. I listen closely to your story, not trying to push my opinion on you or give you recommendations that aren’t in your best interest. My unbiased advice as a fee-only fiduciary is geared to simplify your life and focus on your individual needs. My clients appreciate that I have been in their shoes and can relate to the obstacles they face. My integrity and my word mean everything to me, and my clients know they can trust me to guide them on their financial journey.
My Goal For You
More than anything else, I want you to experience the confidence and peace of mind that comes with having a comprehensive plan to achieve your goals. If you’re a woman who wants to take the first step toward a secure financial future, or you know someone who fits this description, I’d love to get to know you! Schedule a free introductory 30-minute phone call today!