Our firm partners with mid- to large-sized groups—employers, unions, and associations—to craft a tailored financial advisory experience for your participants.
Program Advantages
Quality of Life Planning® improves your participants' financial well-being with personalized advice.
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.
qolplanning@dorvalchorne.com |
Contact us to try our 3-month Pilot Program. |
QoLATM Features
Central to each relationship is our innovative AI app, which enhances engagement and interaction with our Certified Financial Planners.
Participant Well-Being
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 QoLATM 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. | |
Navigating Employee Financial Stress: A Guide for HR Benefits Professionals | |
Supporting Nurses 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. |