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Your Agenda | Your Goals | Your Plan

Personalized Financial Services

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Weekly Economic Updates

We give you just the facts. Each week our economic update will provide new and relevant information about what’s going on in the financial world.

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Job & Life Transitions

With all life events, there are financial issues. Ellen can help you manage both the financial and the emotional components of your life transitions. Click here to learn how to regain balance and move forward.

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Financial Planning for Independent Women

Because Ellen is an independent woman, she understands what this means to other women, especially as it relates to investments.“Before we can trust, we want to understand.”

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Understanding Today's Financial Environment

At some point in your life, you’ll find yourself in a period of change. Transitions are very personal and whether they are big or small, it is an important event in your life.

Ellen Dorle, CFP specializes in working side by side with clients to help manage the financial and emotional components of their transitions. When you need answers, Ellen will be your advocate during this time of change.

She will support you through this process and work together with you, to create a plan for your financial future.

Call Ellen today and set up a complementary consultation. It’s the first step in taking charge of your financial future.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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