FAQs

Frequently Asked Questions

Please click the questions below to discover the answers.

We have chosen not to. The firm is built on the principle that all of our clients benefit most from a comprehensive financial life plan, and that the only way we can give the best advice possible is through that process.

The firm is built on the principle that all of our clients benefit most from a comprehensive financial life plan, and that we can only manage your assets effectively by understanding what you are hoping to achieve in life. Our strategy and approach could be different for two people with a similar balance sheet, based upon what we know about those clients.

Absolutely not! The beauty of the internet is in full swing here. We are able to provide all of our services digitally, so feel free to reach out.

Yes. Ian has completed the CFP® and RLP®, which involve education in both the technical and individualized aspects of financial planning. Ian has also been practicing with mentors or on his own for over six years now! If you have further questions, feel free to use the contact form to ask.

Please send an email with that feedback! The goal of the videos is to get people started on making a difference for themselves financially, so it’s important that they are about interesting and current topics. If all the series does is act as the first place people look to start their research, it’s done something right.

Schedule a meeting. The first meeting is complementary and acts as an opportunity for the planner and client to get to know each other. If it seems like a good fit, you will be quoted a fee and given next steps.

If you are not an ideal client, no hard feelings. We suggest a complimentary first meeting, of course, but we also know we won’t fit everyone. Look for other similar service professionals by searching for fee-only financial life planners. They’re rare, but they exist.