How We Work With You
Our personalized client onboarding process provides a strong foundation for establishing our long-term professional relationship. We invest the time to help ensure all bases are covered, all details are addressed, and all parties are on the same page.
Beginning Our Relationship
We take the time to learn about YOU—your vision, values, and what is near and dear to you. At the same time, you get to know us and discover our process and what differentiates us from other practices.
Discovery & Plan Development
Within 10 Days
We will gather data and review important documents and statements; collecting this information lets us understand your goals, financial situation, and expectations. At this point, we will begin developing strategies to fit your needs and review our costs.
Financial Plan & Investment Presentation
Within 21 Days
Together, we will create your financial plan and walk you through the investment strategies. This process ensures 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. We will address your questions during this meeting and set a future meeting schedule.
Regular Progress Meetings
We will regularly review your investments and financial plan. This allows us to assess asset progress and recommend necessary adjustments as needed to keep your plan and goals moving forward.
What Differentiates Us From Other Financial Advisors?
Charles D. Dodds Jr. and Adrian F. Dodds are CERTIFIED FINANCIAL PLANNER™ professionals and our team has more than 50 years of combined experience.
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®)
We clearly and openly explain all costs, fees, and potential conflicts of interest with all our clients.
Comprehensive Wealth Management
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. Other advisors are product based and focused more on selling you a product as opposed to focusing on your financial needs.
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
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
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
We are fiduciary asset managers and are obligated to act in our clients' best interest. We put the client first in everything we do.
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.
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.
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 Second Opinion Service can help you benefit from an integrated wealth management approach.