Process

Our Process


Our process has been refined through years of experience and the integration of technology.  What we do is help our clients put together the jigsaw puzzle that is their financial life.  The Dowling Group is comprehensive, but we appreciate that your time is precious.  Whether the subject is financial planning, investment management, tax prep, legacy planning or one of our other many services, keeping your experience straightforward and easy to understand is always our top priority.

Holistic Wealth Planning: A Business Plan for Life


The most effective wealth management strategy is one that integrates and coordinates many forms of financial planning. Your team at The Dowling Group includes CFPs, CPAs, CFAs, and legal professionals, who will work together to craft a plan that suits your specific needs.

A wealth management plan at The Dowling Group integrates: Construction of a Personal Balance Sheet, Cash Flow, Tax Planning, Investment Positioning, Risk Management and Trust & Estate Planning.

Contact The Dowling Group

From taxes to comprehensive financial planning, The Dowling Group is Fairfield's county's most trusted partner.  Our team of accredited experts stands ready to answer your questions and guide you to an optimal financial path.

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Step 1: Learn About You
 
  • What makes you tick
  • What’s your family situation
  • What's important to you
  • How hands on are you looking to be with your financial affairs
  • What elements of your financial situation can we help clarify for you
  • What are the financial milestones you're facing over your lifetime
Step 2: Formulate Your Financial Profile
 

Compile all the information related to your financial situation and organize it neatly and understandably in one place

  • Your sources of earnings and amounts
  • Deferred Comp/Carried Interest
  • Checking/Savings Accounts
  • Brokerage/Retirement Accounts/Pension Plans
  • Family Trusts
  • College Savings Accounts
  • Life Insurance Policies
  • Private Investments/Partnership Interests
  • Real Estate
  • Mortgages
  • Personal Loans
  • Other Debt
  • Other Expenses
Step 3: Analyze
 

Evaluate and study everything about your financial life and prioritize which elements may benefit from refinement.

Step 4: Discuss
 
  • Significant Purchases
  • College Savings
  • Retirement Planning
  • Tax Optimization
  • Legacy Planning
  • Risk Management
Step 5: Execute
 

Carefully and thoughtfully implement the strategy to get you where you want to be.  Not all at once, but build into a plan at a pace that's right for you.

Step 6: Surveil and monitor
 

It's always comforting to know a second set of eyes is looking out for you.  We keep constant tabs on how your doing.  Making sure everything is progressing in the direction you expect.