Dorsey Wealth Management

What surprised and pleased me the most about this financial planning activity is that I truly understand now that it is a process not just a one-time shot.  We started with our first goal:  to stay flexible.  One thing I have learned about finances is that any situation changes over time.  Especially during the first few years of retirement I wanted to allow my husband and I to have time to work through our thoughts and dreams.  I was seriously concerned about my ability to manage a significant portfolio successfully while giving up a substantial bi-weekly paycheck.  
Angela analyzed the 401K program I owned from my workplace to ensure the proper diversity and investment percentages for our ages.  She encouraged us not to pay off our home mortgage but to refinance instead (interesting, huh??!!) to maintain that goal of flexibility, and then we started to work on our life goals.  
We found that Angela is always prepared with well thought-out checklists, questions, and solid data analysis.  Each weekly meeting during this process was to discuss a particular "theme" such as estate planning, insurance needs, even monthly budgeting. She has helped us many times with our questions.  She is also very helpful in the income tax planning arena and has helped us avoid mistakes that I might have made had I been working on my own.
Now that we are better prepared and settled into our lives in retirement, she is helping my sister and I with our 89-year-old father's financial situation.  Many complex and difficult decisions to be made there, but having Angela to guide us gives me a lot of comfort.
I cannot say enough about Angela's professionalism, knowledge, and capability.  On top of all of that, she is a very lovely and personable young woman and my husband and I both enjoy working with her immensely!