Customized plans – as unique as the clients they are built for
As your financial advocate, we help you begin the planning process by:
- Identifying your goals and priorities
- Helping you establish spending budgets and savings goals
- Selecting the right asset allocation and investments for you
- Having check-in meetings to monitor progress towards your goals
- Adjusting your strategies as your needs evolve
- Maximizing the benefits of your employer-sponsored retirement plan
Challenges and unexpected financial events can occur at any time. You need a resource to provide you and your family with informed financial perspectives and tailored approaches to these critical financial events. As your trusted advisor, I bring a deep understanding of wealth planning and apply appropriate strategies to help you avoid the obstacles and take advantage of opportunities. Together, we work to build, manage, preserve and transfer your wealth.
Divorce can have a profound impact on your financial health. As a newly single client, you may need a guide to help you manage financial decision making. As experienced professionals who have faced similar challenges to what you’re facing, we know that every element of your divorce has an impact.
From the lifestyle choices you make, to your ability to save for the future, Dobbs Wealth Management Group helps you gain clarity about your financial situation and put a plan in place so you can move ahead with confidence about the future.
Before the divorce, we will help you:
- Organize and assess your financial assets and liabilities
- Analyze your individual and marital spending patterns
- Prioritize financial goals and priorities
- Review your financial statements and tax returns
- Project anticipated financial needs
During the divorce, we will be there to help you:
- Adjust retirement savings strategies
- Project anticipated future Social Security, retirement, pension benefits
- Coordinate information with your attorney
After the divorce, we will provide guidance around:
- Long-term investment planning
- Day-to-day budgeting and cash flow needs
- Estate and tax planning strategies
As a Certified Divorce Financial Analyst®, CDFA®, I help you understand the financial effects of divorce settlement decisions. During this complex time, I can assist in financial decision-making and provide clarity on the critical financial issues that may arise.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
We understand retirement is a journey, not a destination. As your life continues to evolve and change, we will be by your side helping you manage, grow and protect your hard-earned wealth.
We will help ensure you have:
- Income strategies in place to support you throughout your retirement
- Proper insurance coverages
- Estate and legacy planning strategies in place that will work to support your loved ones after you’re gone
Critical Financial Events
