Where is your current financial plan taking you? Let's build a comprehensive strategy that maps out your route to retirement.
How To Create a Financial Plan
Your Six-Step Financial Strategy
Your journey to retirement deserves a clear path and a steady hand to guide you. Our proven six-step process is designed to guide you toward your goals with precision, clarity and confidence.
Step 1: Meet
Begin your client/advisor relationship
Step 2: Discover
Identify your goals and opportunities
Step 3: Evaluate
Analyze your current situation
Step 4: Design
Create a custom-built plan
Step 5: Act
Set your plan in motion
Step 6: Monitor
Ongoing review and assessment
Modern Financial Planning Tools
Real-Time Insights
for Real-Life Decisions
Your financial plan shouldn’t be a static document you look at once a year. Our digital planning platform, powered by eMoney, brings your entire financial picture to life with real-time data and a secure vault for your most important documents. It’s a forward-looking tool designed to give you control.
Access a complete, daily-updated view of your net worth and progress toward your goals.
Securely store and share essential documents in your personal digital vault.
Collaborate with our team in real-time to make informed decisions as your life changes.
Financial Advisors Near Me
The Right People for Your Retirement
For over 30 years, we’ve built our firm on a simple principle: Do the right thing, every time. We are a team of dedicated professionals united by a shared responsibility to our clients. Our collective experience and our fiduciary responsibility guide every decision we make on your behalf.
A Team That Goes the Extra Mile
A true partnership means being there for the moments that matter, big and small. Beyond just managing your assets, we’re eager to celebrate your milestones, navigate your challenges and help create an impact for generations to come.
Complementary Resource
The Greatest Gift:
Outline Your Wishes With an Estate Plan
Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning, including:
Areas your will should address (and who should write it)
The two types of trusts (and how they can help reduce the chance of a family conflict)
A checklist to help you select the right person to carry out your wishes
What Does A Financial Advisor Do?
Frequently Asked Questions
We believe transparency is the foundation of trust. Here are answers to some of the most common questions we receive from clients just like you.
What makes Dominion Financial Solutions different from other firms?
We act as your strategic financial partner. By bringing together a team of specialists, we offer integrated financial services and deliver a personalized digital plan that updates every 24 hours — helping you stay confident and informed.
What kind of clients do financial advisors typically work with?
While we have deep expertise in guiding individuals and families through retirement planning, we’re passionate about partnering with people at all stages of life who value meaningful relationships and are open to guidance. Our goal is to help you build a secure financial future, no matter where your journey begins.
Does Dominion Financial Solutions actively manage my money?
Yes. We provide proactive management for all your assets, including those held in external accounts like 401(k)s. We constantly monitor your portfolio and make tactical adjustments based on our mathematical, logic-based strategies — not on emotion.
How do financial advisors determine my financial plan?
Our process is built on math, not magic. We conduct a thorough analysis of your complete financial picture, listen to your goals for the future and create a detailed, digital financial plan. This plan acts as the blueprint for every recommendation we make.
What is the first step to getting started with a financial advisor?
We offer a simple, no-obligation consultation. It’s a conversation where we get to know you and you get to know us. We’ll discuss your goals and see if our comprehensive approach is the right fit for your financial future.