Is Our Planning Approach Right for You?

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Still Have Questions? We’ve Got Answers.

Here are some of the most common questions we hear from people planning for retirement.

  • Always. We’re fiduciaries, which means we’re legally and ethically required to act in your best interest—and we wouldn’t do it any other way. That’s how financial advice should work.

  • We charge an annual fee (billed monthly) based on the investments we manage:

    • Households under $2 million at 1.50%

    • Households over $2 million at 1.00%

    That’s it—no hidden fees, no commissions, and no product sales. Just straightforward advice built around your goals.

  • They can—but it depends on your situation. We’ve helped some clients project six-figure tax savings by spreading out conversions over time. It’s all about timing and having a smart strategy.

  • Yes—we’ve written about one couple’s plan here.

  • We check in quarterly and meet twice a year—once in the spring and once in the fall—to review your plan and make sure everything stays on track.

    In between, you’ll get a short weekly newsletter with planning tips, timely updates, and reminders to help you stay informed without the overwhelm.

    And if something comes up, just reach out. We’re quick to respond—usually the same day.

  • Your investments are held securely at Altruist, a trusted custodian that works with independent advisors like us. They handle the behind-the-scenes work—like asset storage, trading, and reporting—so we can focus on your planning and investment strategy. LEARN MORE

  • Absolutely. We’re happy to coordinate with your CPA or estate attorney to make sure your financial, tax, and legal strategies all work together. Don’t have one? We can connect you with trusted professionals from our network. You’ll also get access to a digital estate planning tool (included at no extra cost) that lets you create and manage state-optimized legal documents like:

    • Revocable Trust & Pourover Will

    • Last Will & Testament

    • Financial Power of Attorney

    • Advance Health Care Directive

    • Guardianship Nominations

  • Not at all. We work virtually with retirement savers across the country. Wherever you’re located, we’re ready to help. SCHEDULE HERE.