Dodd Financial
Aubrey Dodd
Growth and Development Director
My Process
I enjoy helping those with variable income, especially medical professionals, therapists, business owners, and tradespeople.
I do not have a minimum income or investable assets requirement. I am most interested in working with clients who share my core values of education, integrity, and continuous growth.
Step 1: Initial Meeting
This is an informal meeting that can be done virtually or in person. I will send you a pre-meeting email of items to prepare, which should take no more than 10 minutes. In this meeting we will discuss your goals, priorities, past experiences with money, and current income, assets, and liabilities.
If I think I can realistically help you reach the goals we discuss, we will schedule a Planning Meeting.
Step 2: Planning Meeting
My team and I will use the information gathered in the Initial Meeting to create a roadmap (aka Financial Plan) toward your goals. For example, if you would like to buy a house, scale your business, start a family, or retire at a certain age, we will outline the potential paths for getting there and the information you will need to know along the way.
Step 3: Action Meeting
By the end of this meeting, you will be equipped with a clear list of action steps that you feel knowledgeable about and equipped to work on.
Ongoing: Maintenance Meetings & Education
We will select a check-in frequency that makes sense for you, and will help adjust your plan along the way so that your actions consistently reflect your most important goals and priorities. You will always be welcome to call me when you need extra advice, such as when you are asking for a raise, considering a large purchase, or just have a question on your mind.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Aryn E Lofy
Aryn is the Operations Director at Northwestern Mutual Waukesha. You may interact with her on insurance related matters, including applications, underwriting, and policy changes.
Kelsey Pribyl
Insurance Specialist
Kelsey handles Client Relations & Recruiting at Northwestern Mutual Waukesha. You may interact with her on investment operations, including new account openings and trades.
Halley Grams
Halley is our Director of Marketing at Northwestern Mutual Waukesha. You may interact with her as we work to grow my practice, add new advisors to the team, and continuously better serve my clients' unique wants and needs.