A: We believe we can add the most value to two types of clients:
- People over 50 who are seeking help navigating into and through retirement.
- Young professionals who are in the process of growing their careers and their families.
A: Our founder, Kevin, is a fee-only financial planner which means 100% of his compensation comes from the services he provides you. We do not receive commissions, kickbacks, referral fees or any other compensation from any other source. As a CFP®, Kevin is also held to the fiduciary standard of always acting solely in your best interest without regard to his own compensation or other considerations. Kevin believes in a flat fee advice model that isn't tied to how large your investment portfolio is. This way, your best interests are ALWAYS aligned with his and you don't have to keep paying increasingly higher fees for the same level of service as your portfolio grows.
A: Yes, using phone, email, and virtual meetings , we work with clients all across the country.
A: We are on a mission to make custom, comprehensive planning accessible to anyone, regardless of their income or net worth. We are also able to charge less because our operating expenses are less than many firms. This is because we are 100% virtual ( no expensive office space to worry about). Also unlike many firms who have five or even six figure marketing budget, we prefer to let our client experience speak for itself and rely on referrals when it comes to getting the word out about our unique business model.
A: No, because we recognize many healthcare professionals have hectic work schedules along with family obligations. We’ll make ourselves available certain weeknights for scheduled meetings up until 11 p.m. EST to accommodate those living on the west coast. We will also make ourselves available certain weekends.
A: No. In fact, we require anyone who is interested in learning more about our services to schedule a complimentary video meeting where we can learn more about your goals and priorities, and give you a live video tour of our client experience. Truly holistic planning requires such a personal relationship with your advisor, it’s important that we first get to know each other to make sure our services, and our personalities, will be a good fit before we enter into that relationship.