Become a Client

You have familiarized yourself with Dopkins' services and you wish to explore a relationship with us. What's next? Of course we tailor every relationship based on your needs and preferences, but here's a handy checklist of what you can typically expect.

Step One: Get in Touch With Us

Step Two: Let's have an initial conversation (phone preferred, or e-mail)

• Who is Dopkins?
• Who are you?
• What initial questions can we answer for you?
• Would you like an information packet?

Step Three: We'll follow up

• Did you receive your information packet?
• Additional questions?
• What are the next best steps for you?

Step Four: Let's meet each other (in person or by phone)

• Provide us with your current portfolio statements for initial analysis (in advance).
• Meet your primary advisor and other key members of the Dopkins team.
• Include others who will be part of the relationship (such as a spouse, family member, retirement plan coordinator or key trustee).
• Our fee-only structure means NO COST for initial meetings.

For more information regarding Dopkins Wealth Management, LLC, please contact Brian G. Cannon

Achieving Results: People to People