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Whether you have a question, need guidance, or are ready to start your financial journey, our team is here to help. We believe in providing personalized, attentive service, and we’re excited to learn more about how we can support your financial goals.
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Our team at The Planning Center is composed of credentialed, compassionate professionals dedicated to helping you navigate your financial journey. Each team member brings a wealth of knowledge and a commitment to your success.
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Frequently Asked Questions
What can I expect when we work together?
Our financial planning process begins with you. We’ll organize your current financial situation and set expectations and goals aligned with your perspectives and wishes. With this shared understanding, we can discuss strategies and tactics to achieve your goals together.
Am I a fit as a client?
The best way for us both to explore that is for us to have a conversation. Click here to schedule a 15-minute introductory phone call. Typically, the families we serve have a:
- Household Income of over $250,000 per year
- Net Worth of $1,000,000 or more
- Or – some combination of the two above ($100,000 income and $1,500,000 Net Worth, etc)
What does a typical year look like for a client?
We meet with our clients 2-4 times per year, based on our clients’ preferences and their needs. There will be communications throughout the year by email or phone on a number of different topics specific to that client, as well as a tax engagement letter and the data collection and tax completion every spring if we are completing the tax returns for a client.
Why is being ‘fee-only’ important?
This means that we only get paid by our clients. We receive no compensation for recommending one investment over another, one attorney over another, or one type of insurance over another. If we are making a recommendation it’s solely because we believe it is in your best interest.
How do you manage my investments?
We use third-party custodians to hold and protect your assets (Charles Schwab and Axos Advisor Services) and use low-cost mutual funds and exchange traded funds (ETFs) (Dimensional Fund Advisors and Vanguard) to build diversified portfolios. We believe in being extremely well-diversified and strive to keep investment costs reasonable while pursuing the returns that our clients need to reach their goals.
Do you have investment minimums?
You don’t have to have a large portfolio to start with us. If you have a strong income and a desire to have a guide helping you make choices, we should have a conversation as we advise clients in many situations. We have clients who own and invest heavily in their own businesses, in real estate, or in low-cost mutual fund portfolios that we manage for them. There’s no one size fits all approach.
