What is Fee-Only Financial Advice?

Fee-only financial advice means the only fees we accept come from you, the client. We don’t secretly get paid for recommending a certain investment, or take a commission from selling a life insurance policy.  This significantly reduces conflicts of interest, and lets us be focused on what’s most important: the right decision for you.

Can I work with you if I’m not in New Orleans?

Absolutely. Yay modern technology! We can work together virtually & share screens when necessary. As long as you have an internet connection and a computer or phone, we can meet.

Are you a fiduciary?

As a member of the XY Planning Network, we took a Fiduciary Oath to act in good faith and in the best interest of clients. Many advisers are not held to a fiduciary standard and are only required to make sure a recommendation is “suitable” rather than in your best interest. Whether you decide to work with us or not, you should ask any financial planner you are considering if they are a fiduciary.

Why do I need a financial planner? Can’t I just do it myself?

Having a planner ensures you have someone who knows you and your goals, and helps you stay aligned to those goals. Also, writing the plan is only step one. We work with you to ensure the plan is put into action, and we check in on the plan regularly to make sure it still fits for your current life.

Why don’t you have an office? You know, one with a big wooden desk and lots of fancy charts and graphs on the walls.

Two reasons:

  1. We offer the option to meet virtually or in your own home.  For many people, we find working in their home, a familiar and comfortable place, is something they enjoy and lets them be more engaged in the conversation at hand.
  2. An office is a big expense.  The more expenses we have, the more we have to charge clients.  The more we charge clients, the less accessible our services become.

Don’t I need a lot of money to work with a financial planner?

Historically, financial planners have worked with clients only once they meet a minimum net worth requirement. To us, this seems backwards, and it is the people who are working to build their wealth that could use a partner in achieving their goals. We designed our fee structure with this in mind, and have no minimum net worth or asset requirement.

Fee only financial advice
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We'll use this time to get to know each other, discuss your initial questions, and decide if we're a good fit to work together going forward. 

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