The Dovetail Vision
At every stage of our financial lives, we have choices. The decisions we make regarding our financial resources should be purposeful and meaningful. We have choices: we can put it under a mattress; we can put it into a bank. We can buy a bond; we can invest in a business venture. But how do we decide which is right for us?
At Dovetail, we recognize that your life has a further meaning than simply amassing wealth, and that your true goals express a greater purpose.
It can be challenging to see if a certain financial decision is in harmony with our personal values and contributes to the world in which we want to live. Sometimes, it’s a challenge to even articulate what those values are or what that world looks like. The answers are unique for every person, and require individual exploration.