Dorn Financial / Financial Advisor in San Diego, California

Margot Dorn, CFP, CPA, MSBA
Dorn Financial is an hourly, fee-only financial planning firm in San Diego, California. We offer financial advice as one-time engagements as well as ongoing engagements and periodic checkups. We provide reviews and second opinions on investment portfolios, tax strategies, cash flow and budgeting as well as risk management. As part of each engagement we give you step-by-step instructions so you can implement our advice.Here is how we work: We offer a free initial Get Acquainted Meeting. This is usually conducted in person. We will give you an estimate, upfront, of the expected fee. You can choose how much we work for you.
We can work together in person, by phone or via email. Annual checkups are recommended, but not required.

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