“Our Vision is that people live inspired lives, free from worry about their money matters.”
Bolen | Dodson & Associates, headquartered in Brentwood, TN., provides Integrated Wealth planning and Asset Management services. Offering holistic advisory, financial planning and asset management services on an “open architecture”, fee only, fiduciary basis.
It’s who we are and what we do.Let us show you what that means to you and your family.
Our web address perhaps says it best www.LifeWealthCoach.com
As your trusted Life | Wealth Coach, we work with you and with all the players from various sources in your life, including insurances agents, lawyers, tax preparers, etc.. Your Life Wealth Coach looks at the pieces in an integrated fashion, across financial disciplines, optimizing the combined result from the client’s perspective.
As Life | Wealth Coaches, we will help you identify what is important in your life and help you prioritize your goals. Working with a Life | Wealth coach improves your odds of success.
We work candidly with our clients to connect their money to their lives so as to engage, enlighten, and empower them.
“We help you merge success with significance.”
Fee only means we do not charge commissions or receive compensation for product sales. Our fiduciary status means we always act with undivided loyalty to our clients. Our only bias is to you.
Our investment process is logical, systematic and disciplined.
Bolen | Dodson & Associates is active in faith-based, civic, occupational and community affairs.
Specialties
Intergrated Wealth Planning, Life Wealth Coach, Wealth Planning, Asset Management, Advisory, Financial Planning, Portfolio Management, Christian
