Promote participant well-being by providing them with personalized, actionable advice through our unique

Group Sponsored Financial Advisory Program

Program Advantages

Your employees don’t want more information. They want to know if they are on the right track and what they should be doing next.
We provide independent financial planning and actionable advice so they can move forward.

INDEPENDENT FINANCIAL RESOURCE

Participants receive fiduciary-level financial advice at every life stage, providing clarity on employer plans and helping them take actionable steps.

TIME SAVER

Reduce HR’s workload by directing participants to Dorval & Chorne’s experts and QoLa™ for detailed answers on retirement plans and benefits.

AI TOOL – QOLA™ APP

QoLa™ offers personalized, actionable advice, guiding participants to the right resources for their financial planning needs.

INCREASE AWARENESS

Our program educates participants, helping them better understand and appreciate the company- sponsored retirement plan, especially younger employees.

EXECUTIVE PERK FOR EVERYONE

A program previously reserved for executives is now available for all participants enhancing financial planning and support for everyone.

REAL ADVICE

Our program goes beyond educating participants about their benefits. We give them the real advice they need to know they are on track.

Our firm partners with mid- to large-sized groups—associations, companies, or healthcare systems—to craft a tailored financial advisory experience for your participants.

Pilot Program

The Quality of Life Planning® Financial Advisory Pilot Program enhances your participants’ financial well-being with personalized advice from Certified Financial Planner™ professionals, supported by the advanced AI tool QoLa™. The 3-month pilot is offered at no cost, providing a real-world opportunity to assess its value and impact to your participants.

Download the Pilot Program Guide or contact us to set up your group’s Pilot Program:

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QoLA™ Features

Central to each relationship is our innovative AI app, which enhances engagement and interaction with our Certified Financial Planners.

INTERVIEW

Online interview process mirrors an in-person meeting experience and leverages our insights from meeting thousands of plan participants.

DASHBOARD

Completing the interview, the Dashboard displays participants’ current assets, net worth, proprietary wealth index, and customized advice. The wealth index highlights the value of employer plans.

CUSTOMIZED ADVICE

Based on interview responses and our proprietary Hierarchy of Cash Flow systems, we provide tailored advice to support participants’ financial decisions.

RECOMMENDATIONS

Interview insights and plan details, we provide fiduciary-level recommendations on portfolio allocation, contribution amounts, and tax diversification strategies.

LEARNING LIBRARY

Comprehensive library serves as a go-to for benefits information, covering topics like retirement planning, health insurance, home buying, investing, and more.

Clarity. Confidence. QoLa™.

Watch the QoLa™ Demo:

Personalized and Actionable Advice

At Dorval & Chorne, we believe that prioritizing participants’ well-being fosters a deeper sense of community and connection within organizations. Our approach to financial planning and advice helps reduce burnout and enhances overall well-being, showing your participants that you truly care.

Personalized Attention

Our team of Certified Financial Planners® offers fully customized planning experiences, ensuring members receive individualized guidance—not just generic tools. With easy access to advisors via our QoLA™ AI app, onsite or virtual meetings, emails, and phone calls, we provide real support without the hassle of 1-800 call centers. When you need us, we’re here.

True Independence

As an independent firm, Dorval & Chorne eliminates both real and perceived conflicts of interest, building trust through unbiased advice. Our independence assures your members that they get guidance that prioritizes their best interests and helps them take actionable steps to improve their quality of life.

Download Our Guide

Navigating Employee Financial Stress: A Guide for HR Benefits Professionals. As an HR Benefits Director, you understand the importance of employee well-being and productivity. Beyond health insurance and retirement plans, financial stress plays a significant role in an employee's overall wellness and job performance. Click "Download Our Guide" above to learn more about how financial planning can support your organization’s goals.

Supporting Employees Beyond the Workplace

In a recent Quality of Life Nurse Award interview clip below, the recipient discusses how financial challenges contribute to burnout in nursing. At Dorval & Chorne, we recognize the unique financial stresses nurses face and believe that employers play a vital role in supporting their financial well-being.

Incorporating financial literacy and personalized planning into participants’ benefits empowers healthcare organizations to address burnout, enhancing the overall well-being of their staff. Our team is dedicated to helping nurses achieve financial stability and peace of mind, both on and off the job.

Google Reviews

5

85 Google Reviews

Michael Grussing
Michael Grussing
I've read through the reviews after our first meeting recently, and agree with them all. They were suggested to me by a fellow nurse, and good friend, years ago, when I'd tell her we met with our FA advisor. It was the same message every year' "You're looking good, I wouldn't change a thing, see you next year". That was reassuring, but didn't address realistic outlook and strategies that could change with time. Admittedly, I/ we don't understand much more than general FA concepts. Technical terms and potential strategies we should consider usually cause my eyes to glaze over and brain to shut down. Dan and Bekah listened and understood that about us and answered in a way that truly made sense and we delved into way more in-depth topics/ strategies than we'd ever discussed with past FA advisor. Or, maybe it was that my eyes weren't glazed over and my brain was engaged with his words. My only regret is not seeing them sooner. I can't thank my friend enough for repeatedly telling me how much help they were to her, and to Dave and Bekah for our initial meeting. I cannot recommend them enough!
Erin Rogge
Erin Rogge
I am someone who is not confident with financial decisions. I felt very comfortable discussing my financial situation with them. After my meeting I felt educated and confident about making decisions regarding my savings goals. Will be recommending them for sure! Especially if you are an MNA member!
in the middle of nowhere
in the middle of nowhere
I totally recommend Dorval & Chorne. I got a lot of answers and recommendations based on my needs. It was awesome, I could understand everything that was said,there were no big financial words that I couldn't understand,and at no point I was overwhelmed. I was so stressed before about the financial future of my family, and now I feel so relieved after our meeting, and i know where to start and what steps to take. Very respectful of my situation. I had no clue for a lot of things and now I know I can make some decisions that are good for my family. I already took my 1st step yesterday after our meeting. Please do not hesitate to meet with them,it will be great for your future.
Lori Seamans
Lori Seamans
They were wonderful! They answered all of my questions and explained everything in layman's terms. They listened, looked at my individual situation, and kept quality of life as a central theme as they prioritized actions I could take to help me achieve present and future goals. I highly recommend Dorval & Chorne.
r Jordeth
r Jordeth
Dan and Ellen’s guidance and financial planning during our working years made our comfortable retirement possible. They understand the emotional side of saving, investing, living your life, “spending” and not spending. They are good teachers and their deep knowledge, honesty and sense of humor make financial planning and living our “golden years” less scary.

The marketing materials presented on this website include testimonials that serve as reviews of Dorval & Chorne Financial Advisors’ products and services. Dorval & Chorne Financial Advisors does not compensate clients for reviews or testimonials, and Dorval & Chorne Financial Advisors does not provide anything of value in exchange for these reviews. Dorval & Chorne Financial Advisors has determined that there are no material conflicts of interest between the firm and the participant, and Dorval & Chorne Financial Advisors has not influenced the statement made by the client(s) appearing on this website.