Services

Take the First Step
We are often asked immediately, “how much does it cost to work with your team”. There is never a cost to meet with us initially and discuss our ability to help you pursue your goals.
After we decide to work together, you can decide how we are compensated. Fees matter. All recommendations are made with full transparency and alternatives.
You choose your fee structure:
- Fee based planning
- Commission based planning
- Hourly consultation fee planning
- Any combination of the three
Client Bill of Rights
At Dawkins Financial, we take great pride in providing our client's with world-class service.
Personal Financial Website
Your Personal Financial Management website makes it easy to manage
both your wealth and your well-being.
Financial Planning Questionnaire
This comprehensive financial summary is designed to help you take inventory and assign realistic values to your personal assets and liabilities.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
alan@dawkinsfinancial.com | (757) 530-9700