At Dovetail Financial, we provide financial guidance that aligns with your life, values, and personal story.

Our mission is to help you worry less about what could go wrong so you have the freedom to live your best life. Our services go beyond numbers—we focus on helping you navigate major life transitions with clarity and confidence. As fiduciaries, we act in your best interest, offering unbiased advice tailored to your unique needs. 

Human-First Financial Guidance

Financial planning is not just about wealth—it’s about you. Our human-first approach ensures that every strategy reflects your goals, values, and aspirations. Our services include:

  • Retirement Planning – Helping you prepare for a secure, fulfilling retirement while maintaining flexibility as life evolves.
  • Investment Management – Crafting a customized investment strategy that lets you sleep well at night and accomplish your financial goals.
  • Tax Planning – Implementing tax-efficient strategies to provide the income you need while minimizing taxes.
  • Estate & Legacy Planning – Ensuring your assets are structured to protect your loved ones and your legacy.
  • Risk Management – Identifying and exploring "what if" scenarios and ensuring you are prepared.

We know that making financial decisions can feel overwhelming. That’s why we take the time to simplify the complex, helping you gain clarity and confidence in your future.

Transition Planning: Guidance Through Life’s Biggest Changes

Life is full of transitions, and your decisions during these moments have a lasting impact. We help you prepare for the unexpected so you can move forward with less worry. Our specialized transition planning services support:

  • Retirement Transitions – Making the shift from earning and saving to spending with confidence and security.
  • Career Changes – Managing financial implications of job transitions, early retirement, or selling a business.
  • Loss of a Loved One – Providing compassionate guidance during difficult times to ensure financial stability.
  • Divorce & Separation – Helping you gain financial clarity and security while navigating life changes.

A Fiduciary Approach: Always in Your Best Interest 

As fee-only fiduciaries, we're committed to acting in your best interest, providing objective, transparent advice that helps you make the right decisions for your life and financial well-being. With no sales incentives or hidden fees, you can trust that every recommendation is made with your best interest in mind.

Let’s Create a Plan That Fits Your Life

Financial planning is more than just numbers—it’s about ensuring you’re prepared for whatever comes next. Whether you’re transitioning into retirement, managing a life change, or seeking clarity and confidence in your financial future, we’re here to help.

Let us help you worry less about what could go wrong so you can focus on what truly matters

Schedule a consultation today so you can take the next step toward financial clarity and peace of mind.