wiseradvisor

Jessie Doll, CFP®
ReFrame Wealth

Tel: 571-895-2998
3251 Old Lee Highway Suite 502
Fairfax, VA 22030

Financial Planning for Life Long Learners

ReFrame Wealth | Financial Advisor in Fairfax ,VA

About ReFrame Wealth

ReFrame Wealth was born as a vision of a safe space where financial planners and clients could work together to solve money puzzles, realign resources and goals, and live a life that honors who they are on the inside. We make a commitment to deliver sound, approachable, and accessible financial advice and to help clients do more good in the world.


General Information

No.of Employees:   2-4
Gender:   Female
Work Experience:   United Bank - Senior Wealth Advisor 2008 - 2014 TIAA - Wealth Management Advisor 2014-2021 ReFrame Wealth - Co Founder and Financial Planner 2021 - now
I work with the following types of clients:   Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Wealth Management, Risk Management, Financial Planning for Individuals, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Money Management


Services

Investment Types:   Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Phone, At my office, Video Conference


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $1,000,000
Compensation Methods:   Based on Assets


Education

Master of Arts - International Development  The George Washington University - Washington DC
09/01/2006-05/30/2008

Bachelor of Arts - Spanish  Wake Forest University - Winston-Salem, NC
09/01/2001-05/31/2005



Faqs

  • What are your qualifications? What is your education background? I have been working in financial services for 13 years. I received my undergraduate degree from Wake Forest University, my graduate degree from The George Washington University, and I did the academic work for my CFP designation with Georgetown University. I have held my CFP(r) for 9 years.
  • How are you compensated? How will I pay for your services? We are a "fee only" firm. Fee-only means that, as a true fiduciary, we have endeavored to eliminate any and all conflicts of interest that surround some of the common compensation arrangements in the industry. We believe that simple and transparent fees result in fewer distractions to us and better advice for you. The ReFrame Wealth fee is calculated as a percentage of the assets that we advise on. This fee covers investment management, financial planning, and elder care consulting (including the partners that we use in our planning and investing process). Your fee is automatically deducted from your investment account every quarter; you do not get a separate bill for these services. We do not charge an hourly rate. We have no ties to financial product companies and do not accept commissions or kickbacks for recommending certain investments over others.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? No, we will agree on a plan before moving forward, and then our team will execute the plan. This means that we will buy and sell on your behalf throughout the market cycle. You and I will have regular meetings to discuss your overall financial plan as well as your investments. We can build portfolios that reflect your values - you can choose between a traditional portfolio, or one that highlights socially responsible investing or climate sensitive investing.
  • What is your approach to financial planning? I believe financial planning is a cooperative experience. I work best with clients who want to engage with me on a holistic plan that names their goals and how they will get there, and plans for the bumps in the road. This means that our discussion won't be just limited to picking one investment over the other, and will focus on your overall financial health and how we can work together to make it the better.
  • What services do you offer? We offer holistic financial planning which includes - retirement planning, healthcare planning, investment management, and charitable giving.
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Disclaimer

ReFrame Wealth, LLC (ReFrame Wealth) is a registered investment advisor with the SEC. Please visit our website http://www.reframewealth.com for important disclosures. ReFrame Wealth and its advisors do not provide legal, accounting, or tax advice. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied upon as such.

Jessie Doll

Jessie Doll

CFP®

Jessie Doll is a founding member and a Certified Financial Planner" at ReFrame Wealth. She began her work in financial planning in 2008 and believes that financial planning is where math and statistics come to life, and that together they hold the keys to unlocking a life well lived. Jessie is honored and humbled to walk alongside her clients through some of their most significant, scary, and complex life challenges and changes and to make a real, positive impact on individual lives through her work. She wants her clients to feel comfortable with their finances, in control of their future, and clearly focused on the possibilities of what they can do with their money. When Jessie is not working, she can be found on the side of the mountain with her two fearless children (who are better skiers than she is), hiking or biking with their dog, or enjoying a family movie night.

My Team

Melanie Simons Melanie Simons CFP(r)

Melanie Corbett Simons is a founding member and CEO of ReFrame Wealth. Melanie believes that exceptional service and sound advice should be a standard in all financial planning relationships, and that comfort and confidence are the ultimate measures of financial success. She is grateful that her work allows her daily opportunities to connect with clients, support her team, and build a whole new kind of a financial planning firm — one that puts clients and advisors on the same side of the ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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