Our Firm
At Dawn Gordon Financial Advisors we created The Rewarding Life ProgramTM. Our planning program helps you enjoy a rewarding life by achieving what you truly want.
It is for fun, intelligent and active people who are willing to take the time to plan their life and their future. They also care about others, have a curious mind, and are open to new ideas.
We created this advanced program based on our experience working with hundreds of clients. We have learned that most people have not created a plan to achieve what they truly want in life. They usually have some financial products, and may have done some financial planning, but they don't have an overall plan based on their true objectives in life. As a result, they often don't end up with enough money in retirement, they suffer stress and worry, and they don't achieve what is truly important to them.
However, if you take the time to build a plan around what is truly important to you, you will have a much better chance of having enough money, feeling more relaxed and confident, and achieving your true personal objectives in life.
At Dawn Gordon Financial Advisors we believe a successful Financial Plan involves:
1. Assessing how you feel about your current situation.
2. Creating a clear vision for what you want in life.
3. Developing and implementing a three-part plan (Money, Personal, Helping Others) to achieve your vision.
If you want to work on these steps with us we offer a complimentary Consultation. During this session we will help you assess your current situation and establish clear written goals.