Jim Dorman has always known what his clients need to succeed financially. After working as a CPA for 17 years, Jim decided to expand his practice to include financial planning services. His focus shifted from reporting the past to planning the future.Jim personally meets with every prospective client to determine if they and the company are a good fit. He explains, “Financial planning is a personal relationship. If the personalities don’t match or the goals aren’t similar, it’s not a good fit and it won’t be a good relationship in the future.”The firm builds a detailed six-month calendar for new clients to analyze investment portfolios and make planning decisions. Dorman Financial Management sets up a priority list customized to each client, ranging from retirement and estate planning to insurance and other financial needs, such as college planning. The client and Dorman Financial Management work together to build a portfolio that affords a particular lifestyle for the client. The company continues to work with each client throughout the years to evaluate progress and adjust for life changes. Jim believes clients need to have a willingness to change when it comes to their financial picture. He emphasizes personal goal setting, not just for clients but also for himself and his staff.