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Financial Guidance

Built for Life’s Journey

Serving Hampton Roads with a personalized approach to planning and education.

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What We Do

What We Do

As a CFP® professional, we provide personalized, comprehensive financial planning focused on helping you make informed decisions. Our approach integrates investment management, tax planning, retirement income, and estate planning into one clear strategy. Everything we do is guided by your goals, your values, and your long-term financial well-being.

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Who We Serve

Who We Serve

We work with individuals and families who are approaching retirement or already retired and want clarity around their financial decisions. Many of our clients have accumulated assets but want help turning them into a coordinated, tax-aware plan. They value fiduciary advice, thoughtful planning, and an ongoing relationship—not one-time recommendations.

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How We Help

How We Help

We start by organizing your financial life so you can clearly see how your investments, taxes, and estate plans fit together. From there, we build a personalized plan and provide ongoing guidance as life changes. Our goal is to simplify decisions, reduce uncertainty, and help you move forward with confidence.

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Are You One of Our Typical Clients?

We tend to work best with individuals and families who are serious about making thoughtful financial decisions and want a clear plan moving forward. If you see yourself in one of the groups below, there’s a good chance we can add meaningful value.

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Helping clients pursue financial independence through clarity and transparency.

01
Prepare

Getting Organized. Understanding Where You Stand.


Before making any financial decisions, we start by getting everything in one place and making sense of it.


Most people don’t have a financial “problem”—they have a lack of clarity. Accounts are scattered, documents are incomplete, and there’s no clear picture of what’s working and what’s not.


This is where we begin.

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02
Simplify

Reducing Complexity. Making Your Financial Life Easier.


Once everything is organized, the next step is simplifying.


Over time, most people accumulate accounts, investments, and strategies that no longer align with their goals. Too many moving pieces can create confusion, unnecessary risk, and missed opportunities.


We streamline everything so your financial life becomes easier to manage—and easier to understand.

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03
Plan

Building a Strategy That Moves You Forward.


With clarity and simplicity in place, we build a forward-looking plan designed around your life—not just your money.


This is where everything comes together.
We map out your retirement, income strategy, tax considerations, and legacy goals—so you know not just what to do, but why you’re doing it.

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Prepare. Simplify. Plan.

A clear process designed to help you move from uncertainty to confidence—one step at a time.

Meet <em>Alan Dawkins,</em> CFP&#174;, RICP&#174;

Meet Alan Dawkins, CFP®, RICP®

Born and raised in Hampton Roads, Alan Dawkins is a graduate of the College of William & Mary and a Certified Financial Planner® with Dawkins Financial. With more than 28 years of experience, Alan advises individuals and families on asset accumulation, retirement planning, estate and tax planning strategies, helping them navigate complex financial decisions with confidence and clarity.

Resources
Providing Knowledge as a tool

Our resources are designed to help you better understand important financial topics, motivate and make informed decisions. Explore insights, guides, and tools to help you stay confident and prepared for the future.


Let's Take a Look Together

A simple conversation can go a long way toward bringing clarity and confidence to your financial decisions.

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