At Dorothy J. Cole, we solve all sorts of problems–and help our clients achieve all sorts of goals–that involve money. When our work is done, either their problem is solved or they have the tools and knowledge to solve it. And they usually have more money coming back into their pockets than what they pay us.
We have been providing a full range of fee-only financial planning services since 1991. These include preparing comprehensive financial plans, providing on-going asset management, and doing various special projects on either a one-time or ongoing basis. Special projects often include specialized services to small and mid-size businesses.
We offer an initial free consultation to appropriate prospective clients. The fees clients pay us are considered investments. We will not recommend our services unless we are first convinced that our services will be helpful and that we will be able to show our client how to get more money back in their pocket than what they have paid us. Our fees are based upon complexity and amount of assets. Consequently, they vary from client to client.
We do not tell our clients what to do. Instead, we provide education so that each may make informed choices now and in the future. We do everything possible to help clients implement their decisions, but we take no custody of and have no discretionary authority over our clients' assets.
To inquire about a free consultation or about employment opportunities, please contact us at info@dorothycole.com.
Company Details
- Employees
- 8
- Founded
- -
- Address
- Merrimack, New Hampshire
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Comprehensive Financial Planning, Financial Coaching, Financial Plan Implementation, Investment Advising, Tax Planning, Personal Financial Planning.
- HQ
- Merrimack, New Hampshire
Dorothy J. Cole - Fee-Only Financial Planning Questions
Dorothy J. Cole - Fee-Only Financial Planning's LinkedIn profile is https://www.linkedin.com/company/dorothy-cole
Dorothy J. Cole - Fee-Only Financial Planning has
8 employees.
View email and phone details for 8
employees at Dorothy J. Cole - Fee-Only Financial Planning.
Dorothy J. Cole - Fee-Only Financial Planning's industry is
Financial Services
Dorothy J. Cole - Fee-Only Financial Planning's top competitors are
Keybanc Capital Markets,
Baird,
Concordia Capital,
Baringa,
Vermilion Rock Advisors,
Dean Dorton,
Sectigo,
Bellwether,
Gajardo Wealth Management,
Velocity Consulting Group, Llc.
Dorothy J. Cole - Fee-Only Financial Planning's categories are Financial Services
Dorothy J. Cole - Fee-Only Financial Planning's founding year is 1991
