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Financial Planning For All Ages and Stages of Life

At Dogwood Financial Planning, our goal is your financial growth and well-being.  We provide hourly, as-needed financial planning and advice in Memphis, Tennessee.  Unlike many financial advisory firms, we have no requirements for a minimum account size or  minimum net worth.   Our typical clients are middle-class Americans – just regular folks.

Dogwood Financial Planning works on an hourly, as-needed basis.  We can offer you a comprehensive financial plan or just answer a question or two.  We are fee-only. This means we don’t sell any financial products—our fees come only from our clients.  This means we work for our clients, not for commissions.

What are your most pressing financial questions?

 

  • Where should I be investing?
  • When can I afford to retire?
  • Can I afford to stay home with the kids?
  • What are my options for funding my children’s college education?
  • How much can I safely withdraw from my retirement savings each year?
  • Are my current investments right for me?
  • Will my family be provided for in the event of my disability or death?

Dogwood Financial Planning can help with these and many other financial issues.  To learn how we can assist you, call (901) 869-5790 to schedule your free, no-obligation Get Acquainted meeting.  Ask about our new 2-hour financial checkup!