Are you actually living how you want?
And what do you want out of life? These are the questions that begin our relationship together. Through a reflective process and creative financial planning, we help you live out your answers throughout your retirement.
At Dogwood, you get:
A made-just-for-you financial plan, designed to help you live purposefully.
Take a look at our core beliefs.
We believe in being transparent and straightforward. So we’ve laid out what you can expect if you work with us and how we approach financial planning.
Two advisors > one advisor.
We (Eric and Jason) put our minds and resources together to offer you the best ideas to reach your goals. You receive the full abilities of two experienced financial professionals and our network of tax and estate planning specialists. We are great at working together and share integrity-driven values.
The golden rule reigns.
We advise people in one of the most consequential areas of their lives. This is a responsibility we don’t take lightly. We provide the same financial advice we would give a close family member or loved one (and the same advice we’d follow ourselves).
Wealth ≠ genuine fulfillment.
Simply implementing “smart” financial practices won’t cut it. They have to be uniquely and creatively crafted for you. Understanding your story—and where you want it to go next—is the first step to getting financially organized.
Full-picture guidance is key.
Why? Here’s an example: investing well can only get you so far if it means you have to pay a lot more in taxes. To prevent things like this, we always consider all parts of your financial life when making decisions, such as taxes, protection and estate planning.
It’s high time you free yourself from money stress.
The truth is the majority of people live with underlying anxiety about money. Maybe it creeps in just once a week or every few weeks. But at its worst, it’s a nagging feeling you can’t quite shake. If this resonates with you, let's talk.