Dorsey Wealth Management

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    • Introductory Phone Call

      30 minutes

      You are scheduling an introductory phone call with Dorsey Wealth Management. This is a no-cost, no-obligation call. Our goals are simply to learn more about you and your specific situation, identify matters most important to you, and ...

    • Get Acquainted In-Office Meeting

      1 hour

      Our Get Acquainted Meeting is an opportunity for us to delve further into your financial goals and objectives.

    • Client 2 Hour Appointment

      2 hours

      This is for clients to schedule appointments

    • Get Acquainted Phone Appointment

      1 hour

      The purpose of this phone appointment is to discuss in more detail your financial goals and the services I provide to determine if we are a good fit for each other.

    • Client Phone Call Meeting

      1 hour

      This is a client phone meeting

    • Client ZOOM Meeting

      1 hour

      This is for clients to schedule a virtual meeting using ZOOM.

    • Client Virtual 2 Hour ZOOM Meeting

      2 hours

      This is for clients to schedule a virtual meeting using ZOOM.

    • Quick Phone Call

      15 minutes

      This is a quick phone call

    • Get Acquainted Virtual ZOOM Meeting

      1 hour

      This virtual Zoom meeting is a chance for us to dive deeper into your specific financial situation and goals so that at the end of our process, I can provide you with a simple, easy-to-understand plan that will help you retire to a life ...

    • Analysis Presentation ZOOM Meeting

      1 hour

      The purpose of this meeting is to provide with you an easy-to-understand plan that clearly shows exactly how we can help you achieve your goals.

    • Client 30 Minute Phone Call

      30 minutes

      This is a client phone meeting

    • Client 30 Minute Virtual ZOOM Meeting

      30 minutes

      This is for clients to schedule a virtual meeting using ZOOM.

    • 30 Minute Call With Angela

      30 minutes

      This is a phone meeting

    • 30 Minute ZOOM With Angela

      30 minutes

      This is to schedule a virtual meeting using ZOOM.

    • Client In-Office Meeting

      1 hour

      This is for clients to schedule in-office meetings