At Dogwood Financial Planning, our goal is your financial growth and well-being. Based in Memphis, Tennessee, we provide hourly, as-needed financial planning and advice to maximize your financial potential. Unlike many financial advisory firms, we have no requirements for a minimum account size or minimum net worth.
Our typical clients are middle-class Americans - just regular folks. We can offer you professional help in meeting a lifetime of financial goals, or just answering a question or two. We are fee-only, so we don't sell any financial products-our fees come only from our clients. This means we work for our clients, not for commissions.
Our typical clients are middle-class Americans - just regular folks. We can offer you professional help in meeting a lifetime of financial goals, or just answering a question or two. We are fee-only, so we don't sell any financial products-our fees come only from our clients. This means we work for our clients, not for commissions.
Services
Dogwood Financial Planning is exclusively a fee-only financial planning firm: we do not sell annuities or other insurance products, stocks, bonds, or any other sort of financial product. We collect no fees or commissions from any third parties. When you work with us, there's no sales pitch and you can be confident we are working only for you, with no third-party conflicts of interest.
While there is no age, income, or employment requirement, we specialize in retirement planning. We work with clients of diverse backgrounds and focus on personalized plans to suit each one's needs. Many clients need advice on several complex matters at once, which we address by creating a customized financial road map.
These are true stories of clients we have worked with. Let us help you take control of your own financial future and set you on a path for security and success. A married couple in their mid-sixties: The husband was still working but expected to need to work at least a couple more years, while the wife had retired recently.
Dogwood Financial Planning has been serving the greater Memphis area, as well as Mississippi and Arkansas, for over ten years. Celia Brugge, principal of Dogwood Financial Planning, is a Certified Financial Planner professional. Celia earned a B.S. with high honors and an M.B.A. from the University of Tennessee, Knoxville.
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