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Comprehensive Financial Planning

Dougherty & Associates, LLC reviews each client's situation and goals individually.  Only because we know our clients can we provide appropriate advice.  Our relationship with our clients begins with a written inventory of the client's situation, and this becomes the basis for a written plan.  Our plan for each client is not a cookie cutter format bought from a third party.  It is handwritten for each client by John. 

And that's just the beginning.  From this starting point, we follow beside our client each step of their financial life:

  • Monitoring investments
  • Adapting to changing family situations
  • Ensuring that distributions and income are delivered to client
  • Assisting the client with all of their financial concerns

 

Components of a Typical Financial Plan

  • A Review of client's situation.
  • A review of general investment alternatives.
  • Specific investment and planning actions for the client, including identifying the recommended securities.
  • An explanation of the rationale for the recommendations.
  • The role of our firm in implementing and monitoring the plan.