Welcome to Dodds Wealth

Step #1: Review Firm Disclosures and Sign Contract

The first step of becoming a client is reviewing our firm disclosures and signing a financial planning client agreement. You can start that process via the button below which will take you to DocuSign. Please return here to continue the onboarding process.

Step #2: Log Into Financial Planning Software/data collection

The second step of becoming a client is creating an account for our financial planning software. Start by clicking the link below to create an account. You will be prompted to enter a password and create an account. You will be guided through the steps of providing the personal and financial information we will need. If you cannot finish entering your information in one session, you can log back in at any time to continue where you left off, or to make corrections. You can either link accounts via integrations or by manually entering the information. Ues the client vault to upload any statements that we requested in your onboarding email. Please return here to continue the onboarding process.

Step #3: schedule first financial planning review session

The third step of becoming a client is scheduling a meeting to review your financial plan. This will be the first of our quarterly meetings to review different topics throughout the year. Please use the scheduling link below to find a time that works for you. Please note that times are only available two weeks out to give us time to prepare your financial plan. If you prefer you can contact Lisa Elms at (303)539-3900 to schedule over the phone.

Thanks so much for becoming a client and we look forward to getting to know you better. If any questions arise please reach out to Michael Dodds at michael.dodds@doddswealth.com or call (303)539-3900.