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Our Process

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 firm 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, concerns and objectives. You will be asked to complete a questionnaire 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.

If you are ready to become a client we can schedule our Let's Get Started Meeting.

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:

Let's Get Started Meeting


During this meeting we will answer any questions you have and if you are ready, we start the client on-boarding process.


Schedule a Phone Call