Financial Planning

Our end-to-end financial planning is focused on moving your goals from the drawing board into reality.

Our investment management is designed to be very hands on. The key to our program success is a continuing relationship with our clients and our impartial advice on a range of issues. The first step with a new client is to prepare an in-depth profile of their financial situation and from that develop a comprehensive written plan that is discussed, tweaked, and approved by the client.

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 Dougherty Financial Plan

  • A Review of client’s situation, including risk comfort levels, income requirements, and an analysis of current investments.
  • 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.

Schedule a complimentary financial review today.

Comprehensive. Built For You.

  • Cash flow and budget planning
  • Insurance and risk management
  • Charitable planning/gifting strategies
  • Multi-generational wealth management
  • Education funding
  • Retirement funding
  • Income-tax planning
  • Estate planning

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

Let's chat