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Financial Planner Didi Dorsett in Historic Occoquan VA

Didi Dorsett

Associate Financial Planner Safe Harbor Financial Advisors, LLC
Historic Occoquan, Virginia

703-829-7233

Fee-only, hourly planning for those seeking professional, objective service with no account minimums.

Contact Details

Company Name Safe Harbor Financial Advisors, LLC
Logo Safe Harbor Financial Advisors, LLC Company Logo by Didi Dorsett in Historic Occoquan VA
Position Associate Financial Planner
Website
Online Social Profiles
Main Phone 703-829-7233
Main Location
300 Ellicott Street
Suite B
Historic Occoquan, VA 22125
United States
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Professional Background

Form ADV Brochure View my Form ADV: Firm Brochure
Associations National Association Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)
Credentials CFP®
Fees and Services I am a fee-only personal financial planner who works on an hourly or fixed fee basis for anyone who needs advice.

About Safe Harbor Financial Advisors, LLC

I am a personal financial planner at Safe Harbor Financial Advisors in Occoquan, Virginia. We are a team of fee-only planners that work on an hourly or fixed fee basis for anyone who needs financial advice.

 

I understand first-hand the value of sound financial planning and advice received early in one's career. During my first assignment in the Navy, a colleague introduced me to a fee-only planner and that experience began my personal journey to financial security and independence.

 

I kept the one-page plan drawn for me as a young officer stationed in Japan. It is written in pencil on one page of a yellow legal pad and epitomizes, for me, that financial planning and investing do not have to be complicated to succeed. I’m passionate about sharing that lesson with others.

 

At Safe Harbor, we deliver competent, objective advice with no account minimums or net worth requirements. We don't sell products and we don't manage assets. Our goal is simple -- to earn your trust and meet your ongoing financial planning needs in a caring, professional manner.

 

Call us at (703) 829-SAFE (7233) to schedule a complimentary Get Acquainted meeting or visit us online at SafeHarborFinancialAdvisors.com to learn more about our services and how the financial planning process can help you.

 

Mailing Address:

P.O. Box 960

Occoquan, VA 22125

 

Slow, Steady, and Sustained…My Approach to Running and Saving by Didi Dorsett in Historic Occoquan VA

Slow, Steady, and Sustained…My Approach to Running and Saving

As I was wrapping up my morning routine today, I considered skipping my workout to get into the office a bit earlier. This is a recurring discussion with myself...

By: Didi Dorsett

Tags: Saving, Behavior

Posted: 09/05/2017

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Paralyzed by Fear or Uncertainty? Make a Plan! by Didi Dorsett in Historic Occoquan VA

Paralyzed by Fear or Uncertainty? Make a Plan!

As I meet with clients to present their financial plan, it is common to sense a figurative (and often literal) sigh of relief at the meeting’s end. Admittedly,..

By: Didi Dorsett

Tags: Financial Planning, Plan, Emergency Fund, Retirement, For Consumers

Posted: 11/03/2016

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Powerball Confessions of a Personal Financial Planner by Didi Dorsett in Historic Occoquan VA

Powerball Confessions of a Personal Financial Planner

As I wrapped up a financial planning presentation with clients last week, we laughed when we realized we were all going to buy Powerball tickets on our way home..

By: Didi Dorsett

Tags: For Consumers

Posted: 01/12/2016

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Additional Location 1:

2331 Mill Rd

Suite 100

Alexandria, VA 22314

703-829-7233

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