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Financial Planning and Strategies

Dawn Gordon Financial Advisors takes a holistic approach to financial planning. We focus the financial planning process around helping you truly discover your financial goals and developing a plan to achieve them. 

  • Development of Goals

  • What is Important about Money to You

  • Coaching Sessions

  • Qualified Investment Advice

  • Customized, Hardcopy Financial Plan

  • Research of Suitable Solutions and Action Plans for Implementation

  • Team Coordination with CPA, Attorney, and Family