It’s free with no obligation to hire
Introduction: We are a small company that builds custom financial and investment plans for our clients. We are fiduciaries to our clients, which means that we look out for their best interests first. We try to keep our costs and overhead down to lower costs for our clients while still investing in the best technology and tools for our advisors and clients. We enjoy helping clients accomplish their financial goals and creating a better life for themselves and their families. More than any other profession in the financial industry, we believe that being financial planners is the most rewarding because of this work we do for our clients and the impact that is has on their lives. We truly believe in putting our clients' interests first and we love what we do because we're doing the "right" thing. Thanks so much for learning more about us and we hope that we may be able to help you towards a brighter financial future as well!
6 years in business
(Your Time Zone)
12:00 a.m. to midnight
Photos and Videos
9 photos and 8 videos
- What should the customer know about your pricing (e.g., discounts, fees)?Yes, we do. We charge a combination of Flat Fee, % of investments managed and subscription fee, depending on the level of service our clients select. We are on of the most transparent companies in the industry and we plainly disclose our fee on our website which you may find easily on our website (we would put a link to it but Thumbtack won't let us place a link here for some reason).
- What is your typical process for working with a new customer?We generally offer a complimentary appointment to see how we might be able to help and to give them an opportunity to interview us and make sure that we would be a god fit. Once they decide that they want to hire us and at what level of service they would like then we invite them to our online planning portal, send risk tolerance questionnaires, and schedule our 1st planning meeting to start getting to work for them to build a plan of action to address their individual/unique goals and challenges.
- What education and/or training do you have that relates to your work?I am a CFP (Certified Financial Planner)®, ChFC (Chartered Financial Consultant)®, and CLU (Certified Life Underwriter)®, which took me about three years of study and work in addition to my bachelors degree and Masters work.