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FAQ

What is financial planning done right?

We're a fee-only firm that won’t try to sell you anything or take over your money. Our planning process works to teach, inspire and motivate you to align your actions and behavior with your values and goals.

As an independent firm, we are able to offer the products and services best suited for you, not ourselves or the vendors we work with.

Our financial planning approach is to outline the reasonable courses of action and the risks and consequences of each. And then ultimately adopt, on your behalf, the alternative(s) you select.

We help solve your most pressing tax, retirement, investment, and insurance challenges.

A focus on tax planning enhances the benefits you derive not just from investment advice, but from managing cash flow, estate decisions, and retirement savings and spending as well.

As a life-centered planning firm, we make your life the core of the conversation — not the accounts you have. Ultimately, we measure your financial success by whether or not you are getting the best life possible with the money you’ve earned.

Who do we help?

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

What’s your process?

All appointments follow a question and answer format. We’ll then take what we learned and gather any additional information to produce a list of recommendations for your unique situation.

After deciding who is responsible for completing each goal, we’ll input this data into our action-item-tracking software to help make sure you’re constantly making progress towards reaching your objectives.

During each appointment, we’ll add new recommendations so you have a comprehensive road-map that evolves with you as your needs change.

What are your fees?

We offer both 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 do but we've found virtual meetings to be just as effective and most clients prefer the convenience and flexibility of meeting online.