Financial Planning That Puts Your Life First

At Dovetail Financial, we believe financial planning isn’t just about numbers—it’s about people. Your history, values, and aspirations shape your financial decisions, and we’re here to ensure that your wealth supports the life you want to live. Our mission is to help you worry less about what could go wrong so you have the freedom to live your best life.

 

A Human-First Approach

Many financial firms focus solely on numbers, projections, and market performance. While these are important, they don’t tell the whole story. True financial confidence comes from understanding how your wealth fits into your unique life journey. That’s why we start with your story—not just your spreadsheets.

The Dovetail Approach

Your Life. Your Wealth. Connected.

Your Life

Before we discuss financial strategies, we take the time to understand who you are: 

  • Your personal and financial history
  • The values that guide your decisions
  • Your vision for the future

Your Wealth

Once we know your story, we bring clarity and organization to your financial picture: 

  • Simplifying complex financial decisions
  • Identifying opportunities and risks
  • Creating a plan that aligns with your goals

Connected

True financial well-being comes when your life and wealth are aligned. We bring everything together so you can move forward with

  • clarity
  • confidence
  • and peace of mind
 

What this Means for You

You’re more than your portfolio.

Your financial plan is built around your life—not just investment returns.

Flexibility for life’s transitions.

Life doesn’t always go according to plan, and we ensure your financial strategy can adapt.

A lasting partnership.

We’re not just here for transactions—we’re here to be your trusted guide through every phase of life.

 

Let’s Talk

If you’re looking for a financial partner who listens first, understands your unique journey, and helps you build a plan that truly fits, we’d love to connect.

Schedule a Consultation today to start your journey toward financial clarity and peace of mind.