Scheduling an introduction call is the best way to determine if we’re a good fit for you. In this call, we will discuss your goals and concerns as well as our services and pricing. Schedule a call here.
No. Although we specialize in working with young attorneys, we also work with clients with various backgrounds, such as small business owners, medical professionals, and tech employees.
We charge a flat fee based on the complexity of your plan, so you don’t feel like we are nickeling and diming you for our time. Half the fee is due at signing, and the other half is due when we deliver the financial plan recommendations. For more information about our fees, please refer to our Form ADV Part 2.
The Ongoing Planning fee is split into two fees: the onboarding fee and the ongoing monthly fee. The onboarding fee, which is due at signing, covers our time during the three-month onboarding phase. Once the onboarding phase ends, the monthly fee starts. For more information about our fees, please refer to our Form ADV Part 2.
In most cases, we only manage investments for our Ongoing Planning clients, who receive a discounted investment management fee. This arrangement is reflected above under “Ongoing Planning + Investment Management.” For more information about our investment management fees, please refer to our Form ADV Part 2.
No. The investment management fee does not include your 401(k). It is only for investments that we directly manage, such as IRAs and brokerage accounts. However, we can provide advice on the investments inside your 401(k).
No. We do not have an asset minimum. Because of our flexible service model, we can serve clients with no investable assets!
For our Ongoing Financial Planning relationships, we meet at least three times per year: early in the year, in late Spring, and in the Fall. That said, any time you have a question or something comes up, you can give us a call, send us an email, or schedule a time to chat.
We believe in doing what’s right for the client. If you no longer need our services, you are free to go somewhere else! Once you are through the onboarding phase, your contract is month-to-month, so you can cancel anytime. For our full cancellation policy, please refer to our Form ADV Part 2.
No. We do not prepare tax returns. However, we work closely with you and your tax preparer to ensure you are minimizing what you must pay to Uncle Sam. If you need an introduction to a tax preparer, we can introduce you to some of the professionals in our network.
No. We do not prepare estate documents. However, we work closely with you and your attorney to ensure your estate plan is completed and aligned with the rest of your financial plan. If you need an introduction to an estate planning attorney, we can introduce you to some of the professionals in our network.