Basic Information
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Company
Dover Financial Planning -
Phone
512-760-5504 -
Mobile phone
678-570-1317 -
Email
Jay@Dover-Financial.com -
Describe How You Would Like To Be Introduced Via Email
Hi (prospect),
I'd like to introduce you to Jay Dover with Dover Financial Planning. Jay specializes in helping peiple successfully transition from their working careers into a sustainable retirement. His clients tend to think him as their "personal CFO" because of the way that he helps them guide and manage their entire financial picture to maximize their wealth and financial security during their golden years. -
What is your "why"? Why do you do what you do?
At my core, I love problem solving and serving people. There is no better feeling that I'm aware of than knowing that I've had a positive impact on someone and witnessing their gratitude for said service. It is what fuels my desire for consistent human interaction everyday. For over 16 years, I've had the pleasure of putting this passion into practice by working to put people in a better position financially so that they may achieve their specific goals and more independence in life. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Are you within 5 years of stepping away from a full-time career?
2. Are you confident in having enough money to live on for the rest of your life once you stop working full time and how have you determined that?
3. Do you have a defined investment policy for your various financial accounts and how did you determine that policy? -
Unique Selling Proposition
Most people have at least one financial professional they work with whether it's a CPA, insurance agent or investment advisor. For my clients, I act as their personal CFO...someone who can take a holistic look at their entire financial picture and help them to maximize their long-term wealth by evaluating and improving every single aspect of their financial health. -
About me
I grew up and have lived in Atlanta, GA nearly my entire life until just a few years ago when I realized my life and professional practice needed a change of scenery and a fresh start. I met my fiance' shortly after moving to Austin in March of 2022 and continue to feel more and more gratitude living in a place that feels more like home than any place I've ever been. Central Texas for me seems to be made up of all the best parts of the southern United States if not the best parts of the whole country. -
Profession
Financial Planner, CFP -
Title
Personal Wealth Planner -
Hobbies and interest
Traveling is a the very top of my leisure list as I have been to nearly 50 countries with no intention of slowing down. Cooking, tennis, skiing, hiking, hunting and All things food and libations with my better half round out the list. -
Website
www.Dover-Financial.com
Contact Information
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City / Town
Austin -
State
TX -
Zip
78736 -
Country
United States -
LinkedIn Profile
https://www.linkedin.com/in/doverfinancial/
Education
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College / University
Georgia Southern University -
Graduation Year
2007