All Dorsey Wealth Management clients begin their journey with me by first creating a customized financial plan that will serve as your roadmap to your personal, ideal future. This plan is created over a series of collaborative meetings and follow-up emails to ultimately create a tailored plan that reflects your values, goals and finances. This phase of planning usually takes two to three months.
Empowered Wealth Management
Proper implementation and good decision making are crucial to reaching your financial goals. Once your empowerment roadmap is completed, I offer an all-inclusive service where I provide a full suite of financial planning and investment management services. I’ll be there to support and guide you as I monitor your progress, provide advice and regular reviews of your financial matters and keep your “roadmap” updated. I help you stay on top of all aspects of your financial life and coordinate with your other professionals such as CPAs, attorneys, mortgage brokers and insurance agents as needed. We will hold meetings throughout the year to make sure you stay on track.
Dorsey Wealth Management Client Portal
Each client has a secure, password-protected Personal Financial Website giving a complete financial picture of all of your accounts in one place, continuously updated and accessible from your computer or mobile device.