"The best part of partnering with Angela has been the financial comfort."
I’ve never been very financially savvy. The only things I knew on my own were to “live within my means” and “diversify,” which my brother taught me while I was in college. When I wanted to find out when I would be able to retire, a friend recommended I meet with Angela Dorsey. I trusted my friend’s recommendation and I knew I wanted to work with a female. I felt very comfortable during my first meeting with Angela, so I knew we would be a good fit.
Working with Angela helped me get a good idea of when I could retire. And thanks to the VRO from Honda, I was able to meet my goal sooner than expected. When I recommend Angela to others, I let them know she is very easy to work with and she’ll help determine whether or not they’ll be able to retire. I have known people to partner with larger firms to keep costs low, but I tell them they are probably “paying” for their services in one way or another.
The best part of partnering with Angela has been the financial comfort. Also I have another friend—I communicate with Angela more than many of my other friends!
"She gave me the confidence to nail down a retirement date and helped me prepare for it."
A few years ago I began thinking about partnering with a financial advisor to help plan my retirement and then started interviewing potential companies last year. I liked Angela Dorsey’s organized, step-by-step process which is geared toward women’s unique needs. Other companies seemed to focus on the investments needed for retirement; Angela drew the entire financial planning picture. She gave me the confidence to nail down a retirement date and helped me prepare for it.
I’ve given Angela’s name to a few friends, sharing how working with her is not intimidating at all. She makes sure I understand what she’s explaining, and I feel very comfortable with the decisions I’ve made during our meetings. Above all, I appreciate feeling the contentment and confidence that I’ve made the right choices for a stable financial future.
"I most appreciate the confidence I have in Angela; I trust her 100%! I know she has my best interest in mind and has set me up for success."
After I turned 55 years old, I realized I needed to start planning for my retirement and decided to seek the help of a financial advisor. On my quest to find a financial planner, I received names and numbers for approximately eight different planners, all referrals from friends, neighbors, and coworkers. One of those referrals was from a good female friend and coworker. She told me how wonderful it was to work with Angela Dorsey, whom she’d previously worked with. Out of all the referrals, Angela was the only female; she had previously worked at my current employer and then left to start her own successful business. My friend was so enthusiastic and happy with Angela and the work that she does, I just had to call and meet her!
Angela educated me on all the different components that make up retirement and did it in a way that didn’t make me feel like an idiot. I had spoke to other planners (who were men) and who made me feel inadequate or belittled me because I didn’t know all the details of retirement. Angela heard my dreams and goals and worked with me to attain them. No cookie-cutter solutions!
I recommend Angela to many people who have reached out to her and retained her. When referring people to Angela, I tell them she’s absolutely the best! She has great experience, knowledge, patience and a calmness about her. Angela does her homework to customize retirement planning, financial planning, and wealth management to each client’s individual needs. I also share how Angela is one of my mentors. She left a large corporation to start her own business. During our planning process, she helped me take early retirement to start my dream business, be financially stable, and be successful with whatever I do. Angela is a successful businesswoman who is a pleasure to work with and gets things done—and helps “us” get things done.I most appreciate the confidence I have in Angela; I trust her 100%! I know she has my best interest in mind and has set me up for success. When she presents a plan or discusses my plans and my future, her delivery is always comprehensive, clear, and specific to me. Since our first meeting in 2016, I have set up my estate planning, taken early retirement at age 58, started my own business (which showed a profit in 2021), cut expenses, and am living life with a great attitude because I have comfort and knowledge of my long-term financial goals.
"Partnering with Angela has provided great comfort and the confidence that she’s looking out for our best interests so we can have the life we want while knowing our family is taken care of."
My husband and I had been discussing the need to find a financial advisor to plan for retirement, but we kept procrastinating. After unexpectedly facing a life-changing situation, I reached out to Angela Dorsey in 2015. It was imperative that we quickly understand our future financial situation and how to ensure we didn’t derail our retirement goals and ability to cover college tuition for our daughter. After meeting Angela, I found her extremely professional and knowledgeable. She took the time to really listen to us. I appreciated her educational style and came away feeling like she understood the urgency of our current situation and would ensure I was tracking each step of the way. The fact that Angela is a fee-based fiduciary also gave me confidence that our interests would come first.
Angela worked tirelessly (and quickly) to direct us in clarifying our financial and retirement goals. She then prepared and patiently explained multiple scenarios for us. I appreciated that she never passed judgment and was available in person, via phone and email to answer my follow-up questions. Angela addressed the short-term financial (lifestyle) impact as well as the long-term impact on our retirement timing and lifestyle while ensuring we could still assist our daughter with college tuition. She has a balanced approach of explaining which areas are on track and where there is risk and, more importantly, how to plan for it or make adjustments.
I often recommend Angela to others as a trusted advisor who will help you define your goals and work with you to lay out a road map to get there. She is personally invested in her clients, very responsive, and has a great professional network to tap into. While we started with Angela when we were living in the South Bay, we’ve continued virtually, and Angela hasn’t missed a beat. We still meet quarterly and I can reach out anytime I need her advice. Partnering with Angela has provided great comfort and the confidence that she’s looking out for our best interests so we can have the life we want while knowing our family is taken care of.