The Art of Wealth Management

Financial Planning Services: Dodds Wealth 360 Process

Retirement Planning

We’ll devise a comprehensive retirement and cash flow plan that considers all your assets and expenses to help secure your financial goals and dreams. 

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Estate Planning

We’ll guide you step-by-step through the estate planning process and we’ll help coordinate an estate plan that will take care of you and your beneficiaries.

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Cash Management of Reserve Assets

The Dodds Wealth 360 cash management system provides a tiered risk strategy to help ensure you’re ready for almost any immediate financial need.

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Account Aggregation

eMoney provides visibility into all of your assets so you gain a holistic view of your complete financial situation and more about your financial goals.

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Cash Flow Analysis

As one of the nation’s top financial planning firms, we’ve developed an expertise in budget planning and helping members establish their budget.

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Debt Analysis

We’ll perform a thorough debt analysis (mortgage and other loans) and recommend the most prudent approach for your unique financial situation. 

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Insurance Analysis

Appropriate insurance coverage is crucial to a sound financial strategy and we will review your insurance coverages to help make sure you have the proper protection.

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Account Reviews

The Dodds Wealth 360 Maintenance Program provides you with a written plan that reaffirms your goals, and helps you focus on your progress.

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Education Planning

We’ll provide a year-by-year cash flow analysis regarding college costs for your children or grandchildren, so you can plan intelligently for their future.

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Dodds Wealth 360 Fast Plan

The Dodds Wealth 360 Fast Plan is an innovative financial planning process we’ve developed during our three decades in financial services.

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