The Dimensions of Wealth: Influencing Your Financial Path

Generalized financial advice and rules of thumb aren’t good enough. Unless your financial plan takes into account all of the special things that make you “you,” it could steer you off course.

A woman walks on a mountain path.
(Image credit: Getty Images)

A nuanced and thoughtful approach to financial planning is like peering into a kaleidoscope. Each kaleidoscope design comprises a unique set of pieces and patterns, and those specific dimensions come together to create a one-of-a-kind mosaic. With each slight turn or shift, the pattern rearranges to reveal a new image.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Dawn Doebler, MBA, CPA, CFP, CDFA
Principal & Senior Wealth Adviser, The Colony Group

Dawn Doebler is a Senior Wealth Adviser at The Colony Group, providing wealth management, financial planning and corporate finance solutions to clients for over 25 years. As an MBA, CPA, Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA®), she understands the challenges and financial needs of clients from executives to entrepreneurs, women in transition, and single breadwinner parents. Dawn is a co-founder of Her Wealth®, an organization to empower women with financial confidence.