A Message From Bill Dowdy
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My purpose is to guide stewardship in your lives as successful business owners and professionals in the Raleigh-Durham area by conducting needs based financial planning, helping you not only grow wealth, but protect, preserve and distribute your wealth in a manner consistent with your personal values.
Needs Based Financial Planning
The purpose of Bill Dowdy's practice is to guide stewardship in the lives of successful business owners and professionals in the Raleigh-Durham area. We accomplish this by conducting needs based financial planning. Financial stewardship first involves an understanding of one’s current blessings. Further, it involves growing that wealth, protecting, preserving and distributing that wealth in a manner consistent with their personal needs and values . When working with clients, Bill Dowdy and his team use a highly disciplined and structured approach that consists of the following five steps:
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Needs/ Values Discussion & Fact Finding
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Financial Analysis & Evaluation
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Presentation of Comprehensive Solution
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Implementation & Execution of the Plan
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Ongoing Evaluation
Needs Based Financial Planning
"A Structured & Disciplined Approach”
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Needs
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Clarity
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Decisions
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Results
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Confidence
"I exist to serve others by guiding stewardship"
- Bill Dowdy
Service Methodology
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Clients can receive a comprehensive financial plan, estate planning assistance, asset allocation advice, and diversified investment portfolios.
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Diversified investment portfolios are designed using the expertise of Northwestern Mutual.
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Outside experts in tax, insurance, and estate planning are brought in when necessary.
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Every client receives periodic service reviews, covering portfolio performance, progress toward financial goals, and investment education events.
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