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Jessica Dolmage (CFP®)

Jessica Dolmage focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Jessi was introduced to fee-only advising and financial planning when she became a client of an Iowa firm years ago. She was so strongly influenced by her experience that she switched careers from B2C and B2B digital marketing. She also has a background in non-profit fundraising and public relations. Besides financial planning, her other passions are teaching group fitness classes, enjoying the outdoors, and traveling with her partner and dog.

Additional Information

Jessi serves clients of all ages and situations with the expectation of working with you for a lifetime. After all, life continually presents new challenges and opportunities – from starting a family and changing jobs to handling inheritance and transitioning into retirement. She is a financial advisor who work as a team to learn your unique situation and guide you down a path tailored to you. Our goal is for you to reach yours through a painless, accessible process that’s proactive and personalized.

We offer both Financial Planning + Asset Management or stand-alone Financial Planning at sliding-scale fees.

NAPFA Start Date

January 23, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

500 Washington Avenue South Suite 4400 Minneapolis, MN 55415-1149 Phone: (612) 230-3702 Fax: (612) 230-3714
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