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TAX ADVISORY SERVICES-TEAM BASED MODEL-
FINANCIAL PLANNING FROM FIDUCIARY REGISTERED INVESTMENT ADVISER (RIA) FIRM  YOU CAN TRUST

LOS ANGELES ADVISORS
WHY FINANCIAL PLANNING MATTERS

PEOPLE WITH A COMPREHENSIVE FINANCIAL PLAN
FEEL MORE CONFIDENT ABOUT THEIR FINANCES

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53%

53% OF PEOPLE WITH A COMPREHENSIVE FINANCIAL PLAN ARE VERY CONFIDENT THEY ARE MAKING THE BEST CHOICES ABOUT HOW TO MANAGE THEIR MONEY, SAVINGS, AND INVESTMENTS.

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26%

ONLY 26% OF NON-PLANNERS SAY THEY ARE VERY CONFIDENT THEY ARE MAKING GOOD FINANCIAL DECISIONS.

PEOPLE WITH A COMPREHENSIVE FINANCIAL PLAN FEEL MORE PREPARED ABOUT THEIR FINANCES

58% of people with a comprehensive financial plan score in the top quartile of the Financial Preparedness Index scores.

58%

51% of Non-Planners score in the bottom quartile on the Financial Preparedness Index scores.

51%

72% of Comprehensive Planners say they are where they should be or are ahead of the game in their savings for emergencies.

72%

Only 20% of Non-Planners have money saved for emergencies.

20%

70% of Comprehensive Planners are on pace in saving for retirement.

70%

56% of Non-Planners have nothing saved for any savings goal.

56%

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AT DOTCH CAPITAL WE ARE

OBJECTIVE.
INDEPENDENT.
COMPREHENSIVE.
NEVER DRIVEN BY COMMISSIONS.

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OUR PROCESS

At Dotch Capital, We Follow a Distinct, Goal-oriented Process When It Comes to Accomplishing Your Financial Objectives

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IF YOU’RE READY TO GET STARTED, CONTACT OUR STOCKTON TAX ADVISORY AND WEALTH MANAGEMENT FIRM TO SCHEDULE A COMPLIMENTARY CONSULTATION WITH A REGISTERED INVESTMENT ADVISER (RIA)

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