Services

Financial Planning

Proactive, hands-on guidance: including goal definition, optimizing cash flow (increasing savings), risk/insurance coverage, estate planning strategies, goal planning/funding (retirement, education, etc), tax planning and balance sheet management.

Optimized decision-making: specialize in building intuitive visual projections which highlight the long-term impact of decisions. Examples would be net worth at retirement on your current path vs. an alternative one characterized by a modestly higher savings rate and slightly higher portfolio risk tolerance. Helps drive better financial behavior today.

Enhanced financial clarity, less time/bandwidth: Dolan Partners knows how time-starved our clients are. We enable them to outsource much of what can be outsourced to us. For the key areas that demand their time, our specialized focus allows us to distill, clarify and implement efficiently.

portfolio management

Intelligent portfolio strategy: tax-sensitive, fee-conscious, largely passive and focused on driving long-term investment returns. Building a suitable portfolio policy, risk tolerance, and asset allocation to help you reach long-term financial security and achieve your goals.

Behavioral investment coaching: limiting “unforced errors.” Helping clients avoid the wide range of behavioral mistakes that bedevil individual investors.