At Dovetail Financial, our process is designed to connect Your Life and Your Wealth.
Your financial plan should be about more than just numbers. That’s why we begin by learning about you. Our first two conversations are designed to understand what's going on in your life (Your Situation) and how you arrived at this point (Your Story). These conversations, which form the Your Life part of our process, focus on your values, concerns, and goals.
Once we understand your life, we shift to Your Wealth. Here, we offer financial guidance that considers your present situation, your past, and your goals. The culmination of this process is the connection of Your Life and Your Wealth—delivering financial guidance that’s both personal and practical. This is what we call Human-First Financial Guidance®.
