Why Choose Us as Your Financial Advisor?

For Clients Who Have Never Worked with an Advisor:

1. What does a financial advisor actually do?
We help you take control of your finances by creating a personalized roadmap to achieve your goals. This includes budgeting, saving for retirement, investing, minimizing taxes, and preparing for life’s uncertainties.

2. How does your approach differ from others?
Unlike traditional advisors, we focus on transparency and simplicity. We charge flat fees, not percentages of your assets (AUM), and never earn commissions. This means our advice is always in your best interest.

3. How will I know if I’m making progress?
We provide a clear action plan and ongoing check-ins to measure your progress. With access to our financial planning portal, you can track your goals in real time and visualize your financial growth.

4. I’m not wealthy—can I still benefit from your services?
Absolutely. We believe financial advice should be accessible at all life stages. Whether you’re building a foundation or preparing for retirement, we have plans tailored to your needs.

5. What’s the first step in working with you?
Schedule your Unbound Meeting. Our initial consultation will allow you to learn how we can work together. 

For Clients Who Already Work with Another Advisor:

1. How is your fee structure different from my current advisor?
Most traditional advisors charge a percentage of your assets (AUM), which can grow expensive over time. We charge flat fees, so you’ll always know exactly what you’re paying.

2. What makes your advice unbiased?
We don’t earn commissions on product sales, so our advice is 100% aligned with your best interests. Our goal is to educate and empower you, not sell you unnecessary products.

3. What if I’m happy with my current advisor?
That’s great! But it’s always wise to get a second opinion. We can provide a cost-effective review of your current plan to identify opportunities your current advisor may have missed.

4. Will switching advisors disrupt my current investments?
Not at all. We prioritize a smooth transition, reviewing your portfolio and aligning it with your goals without creating unnecessary tax or transaction costs.  And since we don't get paid on your assets, we don't care which custodian holds them.

5. How do you approach planning compared to traditional firms?
We focus on creating a holistic plan that balances your present needs with your future goals. Many advisors over emphasize the investments, but we address taxes, estate planning, and life events in addition to advising you on your portfolio.