The Dodds Experience

How We Work With You

Our personalized client onboarding process provides a strong foundation for establishing our long-term professional relationship. By investing the time, we ensure all bases are covered, all details are addressed, and all parties are on the same page.



  • Beginning Our Relationship

    Day 1

    We take the time to learn about YOU - your vision, values, and the most important things in your life. At the same time, you get to know us and understand/discover our process and what differentiates us from other practices.

  • Discovery & Plan Development

    Within 10 Days

    We will gather data and review important documents with thoroughness and attention to detail. This comprehensive approach allows us to understand your goals, current financial situation, and expectations, and begin prioritizing short – and long- term goals. At this point, we will begin creating the financial plan and developing strategies to fit your needs.

  • Financial Plan & Investment Presentation

    Within 21 Days

    We will create your financial plan based on the information you provided, walk you through the plan results, recommend investment strategies to assure confidence, and review our costs. This process ensures that our recommended approach aligns with your goals and serves your needs.

  • 45-Day Follow-Up Meeting

    Within 45 Days

    We will review your first monthly statement, prioritize financial planning to-dos, and go over the tools available to you. This meeting is part of our ongoing support, and we will address your questions and set a future meeting schedule to ensure you receive continuous assistance in your financial planning journey.

  • Regular Progress Meetings

    Ongoing

    We will regularly review your investments and financial plan. These meetings allow us to assess your progress and recommend necessary adjustments to keep your plan and goals moving forward. We will also have review meetings as required, should changes arise.

What Differentiates Us From Other Financial Advisors?

Experience

Experience

Charles D. Dodds Jr. and Adrian F. Dodds are CERTIFIED FINANCIAL PLANNER® professionals and our team has more than 50 years of combined experience.

Professional Certifications

Professional Certifications

Our team believes that by holding the following certifications, we are better able to stay abreast of changes in the financial planning world and better serve our clients. Combined our team holds the following certifications:

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Certified Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Certified Investment Management Analyst (CIMA®)
Transparency

Transparency

We clearly and openly explain all costs, fees, and potential conflicts of interest with all our clients.
 

Professional Certification

Professional Certifications

Planning that brings clarity and simplicity, and is designed to achieve your financial goals, guided by the disciplines learned as a CERTIFIED FINANCIAL PLANNER® professional. Some advisors may be more product based and focused more on selling you a product as opposed to focusing on your financial needs.

Independent Investment Management

Independent Investment Management

We construct customized, independent portfolios for our clients. We are the money managers making real-time investment decisions on your behalf.

Goal Planning And Monitoring

Goal Planning And Monitoring

Our Goal Planning and Monitoring process creates an effective, easy-to-understand method to help clients create, prioritize, and achieve important life goals.

Retirement Income Planning

Retirement Income Planning

We help clients face potential obstacles and provide tools and resources to better manage these risks, and plan for a more secure retirement.

Clear Values of Our Team

Clear Values Of Our Team

We are fiduciary asset managers and are obligated to act in our clients' best interest. We put the client first in everything we do.

Family-Style Relationships

Family-Style Relationships

We build long-term relationships with our clients based on open communication, collaboration, and frank dialogue. We are careful listeners, and attentive to your goals and concerns.

Proactive Communication

Proactive Communication

Accessibility is a priority and communication is key to any successful relationship. We communicate with our clients on an ongoing basis through phone calls, email, and personal one-on-one meetings.

Our Partners

Our Partners

We work with your support team and coordinate with your family members, CPA, estate planning attorney, and other trusted advisors to ensure you benefit from a cohesive plan for your future.

Our History


Let’s Talk

Our Second Opinion Service can help you benefit from an integrated wealth management approach.

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