“If you can dream it, you can do it.” Walt Disney

Dec 03, 2019 | Gerry Doyle


“… and Disney certainly did.” 

At the heart of your relationship with the Doyle Wealth Management Group is our need to explore your dreams.  We want to know about your dreams, goals and “what you are saving for.”  This is known as a goals-based approach to financial planning.  We look for specific goals, not just “I want to retire at age 65.”  We want to know what you plan on doing in retirement so that we can have a specific nest egg available to you. 

Instead of measuring your returns against various market statistics, we measure success by how we meet your goals.  Are we on track to meet the needs of your children’s education costs?  If either you or your spouse were to pass away unexpectedly do we have insurance in place to ensure your lifestyle isn’t disrupted?  Did we have that down payment for you when it came time to buy your first home?  Are we on track to have that $2 million in savings available for when you retire in 12 years?  Is the money ready and available when you need it to achieve your goal?

Goals-based investing allows us to build a Financial Plan for you that helps you reach those milestones during your lifetime and beyond.  With our experience in managing life events, the Doyle Wealth Management Group can help guide you forward with your planning.  It isn’t just about saving taxes, reducing fees, and getting great returns.  Goals-based investing is about achieving your dreams.  The dreams we wrote down together in your Financial Plan. 

We begin by helping you explore and develop a Financial Plan that deals with today’s needs and objectives.  It identifies some of your longer term goals and short term needs too.  Once completed, then we go to work for you.

“If you can dream it, we have the tools to help you get there.”