Kathi's Wealth Management Approach


Kathi recognizes that money is merely a means to an end. Its about having the financial security you need to live your life the way you want. Its about enjoying your success, spending time with your family, and creating memories that last for generations.

While money is just a means to an end, it still requires professional attention. Most importantly, it requires professional attention that acknowledges all your goals in life not just financial goals. In addition to helping you manage your investments and finances, we help you plan your retirement, save for a family members education, protect your lifestyle, fund a major purchase or create your legacy. Whatever your goals, we can help. This is the essence of our approach to wealth management.

Theres more to wealth than money. Wealth management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals. A disciplined process is the key. To provide wealth management, we follow a disciplined five-step process to keep you on-track to achieving your goals. A disciplined process keeps us all focused on whats important helping you live life the way you want.

Five-step process

  • Introduction: We will introduce you to the wealth management services we provide, not just during our first meeting, but on an ongoing basis as your needs evolve and new services become available.
  • Discovery: Together we will gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.
  • Strategy: Next, we analyze your financial and personal information to match your objectives with smart, time-tested strategies.
  • Solutions: We develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Service: We regularly review your situation to ensure your financial objectives are being met in light of your changing needs.
 
Wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life. Every step of the way, you are guided by a professional wealth manager your Investment Advisor who will help you realize your personal aspirations.
 
Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. Your Investment Advisor will guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.
 
With the Dodds McMullin Wealth Management Team approach, we help you:
  1. Clarify your individual needs
  2. Establish specific goals
  3. Bring together all the solutions you need to effectively manage your wealth