Additional information

Overview:

Michael A. Dubis Financial Planning is a fee-only financial planning and investment management firm. My services can best be summarized under the idea of Family CFO (Chief Financial Officer). You are the President and CEO; I serve you as a financial advocate: whatever financial information crosses your desk, should cross my desk. We create an environment unencumbered with conflict and you receive objective, unbiased, specific advice, focused on goal attainment and risk management, while keeping decisions and costs in your control at all times.

Clients who hire me are interested in long-term, authentic relationships. Their financial situation is such that either it has grown more complex, they feel information overload, or they are simply too busy to oversee the issues on their own. They seek someone that offers top-of-the-mind awareness and a pathway to peace of mind.

Clients who hire me are not simply looking for answers; that they can often do on their own. Clients are looking for a thought-process and solutions that match their unique values and objectives. I believe the thought-process to get to the answer is more important than the answer itself.

I help clients think through critical financial planning issues, while offering insight, direction, discipline, and stability. I coordinate and collaborate with the client's other advisors; providing guidance, leadership and frank discussion so their agenda is the client's agenda. Building our relationship over time allows us to grow together as a team, while my services continue to be even more valuable.

Effective communication is critical and the strong desire to reach your objectives is a prerequisite for success. We are investing in a relationship that will require shared effort and energy, but will also celebrate long-term financial peace of mind. Our success together will be measured by the integrity of our relationship and the attainment of your goals.

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