Bolen | Dodson & Associates is an independent, SEC Registered Investment Advisory firm.
We provide holistic, integrated Wealth Planning and Goals-based asset management services on a fee only, fiduciary basis. Being a fiduciary means our client’s interests always come first. We adhere to a strict Code of Ethics.
Our mission is to help people live inspired lives, free from worry about their money matters. We are dedicated to helping you accomplish your goals, whatever they are, and help you integrate your money with your life. Integration occurs when core beliefs and highest goals become the reference point for financial and life decisions. Perhaps our Web Address says it best: www.LifeWealthCoach.com. It’s who we are and what we do. We are client centered and research driven. By understanding your relationship with money and addressing your financial goals and/or issues we will help you reduce stress and fulfill your dreams. We help you connect your money to your lives so as to engage, enlighten, and empower you.
“Our Vision is that people live inspired lives, free from worry about their money matters.”
True, life oriented wealth planning involves identifying your values and priorities, examining your current financial status and developing a framework to align your financial plan with your life goals. We start with exploring your vision, values and goals – whether that is holistic wealth planning or help on a specific issue. Only after a clear understanding of your needs and wants will we explore potential solutions with you. As an independent, fee only advisor we sell no products. We offer only world class solutions. Once an appropriate course of action is determined, we will help you implement your chosen solution and then monitor results to make sure they continue to support your vision for your life. See integrated wealth planning for additional information.
Meaningful financial solutions support your life goals. Integrated wealth planning encompasses knowing if and when you have enough money to quit your day job, or how much you need to save and invest to make that happen on your terms. It means having estate planning documents that support your values and wishes. Integrated wealth planning requires having the right type and proper level of insurances. It means paying your taxes, but not overpaying. It means having an investment portfolio that truly supports your well being and will see you through to your promised land. See wealth planning for additional information.
A core element of our services is developing and managing investment portfolios that are customized to each client’s goals, timeframe and ability to handle interim market fluctuations.
Goals based investing helps avoid emotional decisions that often accompany market fluctuations. Our investment approach is logical, systematic and disciplined. It encompasses both fundamental and technical analysis, is long-term oriented and tax efficient. See asset management for additional information.
Founder and President Robert (Bob) V. Bolen has over 23 years of investment industry experience. His first career of 14+ years was as an equity securities analyst, but in 2001 he began using his knowledge and experience to help clients integrate their money with their life.
Bob is member of the National Association of Personal Financial Advisors, the Estate Planning Council of Middle TN, the Financial Planning Association and Chartered Financial Analyst Institute and is a past or present board member of the local chapters of each organization. Mr. Bolen is active in faith-based, civic, occupational and community affairs. He is married and lives with their two children in Franklin, TN
