You deserve financial planning that is...
1
Simple
You deserve straightforward solutions to your complex financial problems and advice you can easily follow.
2
Transparent
You deserve trustworthy, specific financial planning and not generic advice intended to sell you something.
3
Holisitic
You deserve comprehensive financial planning specifically designed to help you live your life most worth living.
Financial Planning for those who want to...
Work with Financial Planners who believe in you.
The Dixon Davis Group has been helping people make better financial decisions since 1988. Through the years, we've optimized our process and learned how to deliver the best financial advice.
We strongly believe that the best advice is given as:
A Flat Fee Service
As a flat-fee financial planning firm, we believe that you should know exactly what you’re paying and what you’re paying for. Unlike many traditional financial advisors, we don’t have any hidden fees and we won’t try to sell you products.
A Team Approach
We pride ourselves on our collaborative approach to financial planning. As a team with varied backgrounds and experiences, we can provide you with a wide variety of recommendations and strategies to best suit your specific situation.
An Ongoing Relationship
We believe that the best financial planning happens in the context of an ongoing relationship – not just with a one-time plan. After the first year of financial planning, you can continue to work with as and receive ongoing proactive advice or return when it works for you.
How to Start Financial Planning with Dixon Davis
1 / Book your Virtual Consultation
We begin with a 30-minute virtual consultation to learn more about your financial situation.
2 / Proposal
After the consultation, we will send you a proposal outlining your personalized financial planning engagement and associated costs.
3 / Begin Financial Planning
The work begins and you take the first step towards living your best life!
