SERVING UNIQUELY SUCCESSFUL FAMILIES

We Help You Gain Clarity and Control Over Your Financial Future

OUR VISION

OUR VISION

The VISION of Dashboard Wealth Advisors is to help achieve absolute financial security for every family that entrusts us with their financial future by learning their goals, values and dreams.

OUR MISSION

OUR MISSION

The MISSION of Dashboard Wealth Advisors is to ensure that nothing is missing from a client’s financial plan by offering holistic, comprehensive advisory services.

OUR POWER

OUR POWER

The POWER of Dashboard Wealth Advisors is the creation of a customized, personal “Dashboard” for each client family to provide clarity and transparency into every aspect of their financial life.

YOUR DASHBOARD

Dashboards are at the core of our Wealth Management philosophy. The Dashboard is our key tool to compile and track ALL of your finances in an easy-to-understand format.

YOUR SUCCESS STORY

Your personalized Dashboard can provide clarity and transparency into every aspect of your financial life. See how the power of Dashboards could impact your future.

YOUR FIDUCIARIES

We are your fiduciaries. We are your dedicated and knowledgeable advisory team with over 75 years of combined experience. Meet the pillars of the Dashboard Planning Team!

OUR DASHBOARD PLANNING PROCESS

We believe true wealth management transcends the narrow focus of investment management and should incorporate ALL the components of your financial life.

Through our Dashboard Planning Process we will consistently challenge you to make tangible progress towards achieving your goals.

 

  • CONSOLIDATE // We will inventory everything related to your finances onto your one-page Dashboard.
  • PRIORITIZE // We will color-code your Dashboard Items so you know what requires your focus.
  • EXECUTE // We track progress and/or changes related to your Dashboard so nothing falls through the cracks.

Together we will forge your path to financial independence the right way, with a clear understanding of what it will take to get there.