FinancialFamilies
FinancialFamilies

FinancialFamilies

Offers remote services
Offers remote services
contact for price

Zip code
Annual income

Responds in about 2 hours

Introduction: FinancialFamilies is able to efficiently meet remotely. The timing is right to bring success home! With a focus on serving loving families and empty-nesters, FinancialFamilies is well positioned to deliver the first-class, fee-only financial planning services that parents, of all ages, should expect from a NAPFA member fiduciary. FinancialFamilies would be honored to help your family bring success home!
Overview

Serves Carroll, OH

Background checked

1 employee

8 years in business

Social media

Facebook

Featured Projects

5 photos

Reviews
5.0

1 review

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pro avatar
Thumbtack Customer
Feb 18, 2021
·

From Google

From Google

Fiduciary
Credentials
Background Check

Tim Hamilton

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    FinancialFamilies is compensated through an annual retainer of $2,400 or $3,600 depending on the financial situation of the family.

  • What is your typical process for working with a new customer?

    A Concept Meeting provides an opportunity for new families to ask questions and best understand the services at no cost or obligation.

  • What education and/or training do you have that relates to your work?

    Certified Financial Planner™ (CFP®) Master of Business Administration (MBA)

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