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FAQ

What is financial planning done right?
Who do we help?

We serve the needs of individuals seeking tax-focused, fee-only retirement and investment advice.

What’s your process?
What are your fees?

We offer retirement planning project, annual retainer and hourly-based pricing models. Click here to learn more.

Does the annual retainer require a long-term commitment?

No, you can cancel at any time with a 30-day written notice to us and we will refund any paid amounts for services not delivered.

How do virtual meetings work?

We'll video conference in Zoom together to discuss all the things we would discuss if meeting in person.

Do you offer in-person meetings?

Yes, we understand the value in face-to-face meetings and we can meet with you for the initial meeting. However, virtual meetings can be just as effective and most clients prefer the convenience and flexibility of meeting online.