FREQUENTLY ASKED QUESTIONS
What does a Financial Planner do?
Do you offer in-person consultations?
What's the difference between a faith-based firm and a traditional firm?
What does it mean to be a fee-only advisor?
To be fee-only means we only receive a flat-fee from the client for the services we provide. We do not receive commissions from third-parties based on the products we sell or the professionals we recommend in the development of your plan.So decisions are made because it makes sense for the plan and not because we might get paid more.
I like what I see, how do I get started?
Click HERE to schedule a free conservation about the next steps.
I have investments at other firms, can you manage them?
Yes. We will help you consolidate your accounts to the least amount of accounts necessary. You don't have to do this alone. We will help you call, walk you through paperwork, and guide you on a smooth transition.
How often do you update the Financial Plan?
We take a long term view on the plan, but we understand that life happens. So we give you 24/7 access to your financial plan and we will update as needed. Here is a video preview:
What's the difference between the One-Time and the Full Service?
Sometimes people just need some help getting organized. Our younger working professionals may not have the complex situation as some of our more seasoned investors. So receiving a one-time plan could get them pointed in the right direction. For our clients that need full service, they have goals but just don't know how to reach them. That's where we come in:
I just got a large lump sum, and worried about taxes, what should I do?
We provide tax efficient distribution strategies. We coordinate with your current tax preparer and come up with a distribution and investment strategy that will benefit you the most. If a tax preparer is not available, we will help you find one. Check out this video that explains how we help.