Explore our services

Specializations

Here are cases where our strategies typically have the greatest impact

Parents

Will your family be financially secure if anything happens to you? Are you making good use of tax-advantaged accounts for minors?

Business Owners

Have you set up a retirement plan and other essential benefits? Is business value heavily dependent on you or a key employee?

High Income or Net Worth

Maxed out your employer plan and wondering what to do next? Need guidance on investing in private equity, credit or real estate?

Values-Oriented Investors

Ever had a desire to align your money with your moral compass? Tired of feeling the options are very limited or financially inferior?

Retirement Planning

Do you know how you will replace your paycheck in retirement? Should you be doing anything more now to live happier later?

Legacy & Estate Planning

Can you rest easy knowing you've taken care of estate matters? Once you've given an inheritance, how do you want it to be used?

Core Capabilities

Planning, investments, insurance, and behavior are the essential building blocks of a healthy financial program

Goal Planning

This is the first step toward success and may involve:

• Digging deep to understand and articulate your highest aspirations

• Setting actionable and measurable goals to bring your vision to life

• Analyzing the strengths and weaknesses of your current situation

• Creating a road map of tailored recommendations for where to start

• Preparing for the future by planting the right seeds at the right time

• Weeding out distractions and bad advice you may have received

• Finding advanced planning opportunities like tax-free exchanges

Our fee-based asset management services include:

• Identifying your growth objectives, risk tolerance and time horizon

• Constructing and maintaining a diversified investment portfolio

• Aligning security selection with your values and morals as desired

• Deploying the most tax-efficient vehicles for your situation

• Managing large capital gains and highly concentrated positions

• Providing access to alternative investments for eligible clients

• Facilitating portfolio-based lines of credit when appropriate

Wealth Management

Financial security relies on a strong defense such as:

• Having an emergency fund for any short-term liquidity needs

• Being prepared to replace paychecks in case of long-term disability

• Ensuring families and businesses are protected with life policies

• Maintaining health insurance or equivalents for medical needs

• Covering home, autos and liabilities with predictable premiums

• Funding long-term care via insurance options or designated assets

• Guaranteeing lifetime income with an annuity to address longevity

Risk Management

A well-designed plan still needs practical execution:

• Budgeting and living within means to grow positive cashflow

• Optimizing your use of debt and building excellent credit

• Saving systematically to make success happen by default

• Entering and exiting markets in ways that minimize timing risk

• Preserving flexibility for goal changes and major life events

• Integrating philanthropic intentions alongside other priorities

• Remembering to enjoy the present while securing the future

Behavioral Coaching

"I would highly recommend Dominic Dougherty to anyone in need of financial planning services in Dallas/Ft. Worth! Dominic possesses an impressive breadth of knowledge in the financial planning realm. He is thoughtful, considerate, thorough and patient while ensuring your goals are met to your satisfaction. For my money, Dom Dougherty is the best in North Texas!"

This review was provided by Anthony Mattia, who is not a client of Advising For Life, LLC as of August 2025 but worked with Dominic Dougherty previously. No compensation was provided for this endorsement. Used with permission. Experiences described may not be indicative of all client experiences.

"I highly recommend Dominic to anyone seeking a financial advisor. His attention to detail and our specific wants and needs leads him to advise in a thoughtful and clear manner, helping us achieve more financial stability! Within our first 3 meetings, we had more clarity on how to improve our monthly budget and our decisions in long term investment."

This review was provided by Claire Lyons, who is not a client of Advising For Life, LLC as of August 2025 but worked with Dominic Dougherty previously. No compensation was provided for this endorsement. Used with permission. Experiences described may not be indicative of all client experiences.

"Dominic was great to work with and helped to make sure we had the necessary coverage for ourselves and our assets. In particular, he helped us look at different life insurance options for my husband and compare different rates to choose the best option for our family at this time. I would recommend working with him."

This review was provided by Valerie Galbraith, who is not a client of Advising For Life, LLC as of August 2025 but worked with Dominic Dougherty previously. No compensation was provided for this endorsement. Used with permission. Experiences described may not be indicative of all client experiences.