Financial Planning Services

Financial Planning Services

While typical financial planning services can tell you how much to save or when to retire, we go further by offering financial advice and comprehensive financial planning services that answer life’s most important questions based on your personal goals.

“Can I retire early and keep my second home?”

“Can I maintain my fun lifestyle while still leaving a legacy to my family?”

“If I sell my business, can I still maintain my lifestyle?”

We can guide you on these questions and more. If you’re not sure what questions to prepare, check out Questions to Prepare Before Your First Meeting with a Financial Planner. Our financial advisors work with you every step of the way to deliver personalized wealth management strategies that help you tackle your financial goals.

 

A DYNAMIC APPROACH TO FINANCIAL PLANNING SERVICES

Your financial plan is dynamic because life is always changing -- that’s why we update your plan every year to reflect changes as they occur. At Dodds Wealth, we track each version of your financial plan so that you can see where you’ve been and where you’re going. We create a concise, relevant, and simple to execute financial plan tailored to your unique needs.

PRIORITIZE YOUR OBJECTIVES

We use a goal planning approach that puts the client in the driver seat. What do you want to accomplish in your life?

  • Buy a Vacation Home

  • Retire Early

  • Leave an Inheritance to your Family

  • Travel Internationally

  • Send your Children to University or Graduate School

CLEAR, UNDERSTANDABLE ADVICE

Our advice is born from years of experience in the wealth management field, and as your financial investment advisors, we understand that trust is essential to building successful relationships. That’s why our processes and private wealth management services are transparent because when it comes to building your future, we believe you should understand what’s happening with your finances. Our financial planners are there to answer your questions, at any time. Andrew Dodds is proud to be ranked in the Top 15 on the Forbes Best-in-State Wealth Advisors list for Colorado in both 2018 and 2019.¹

 

Create Your Financial Plan Today

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¹ The Forbes Best-In-State Wealth Advisor Ranking, Developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.