Boston, MA | Questions for a Certified Financial Planner (copy)

Who We Serve

The families and situations we're built for.

Who is your ideal client?
Do you have an account minimum?
When are you not the right fit?
Can you work with clients outside of your state?

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Services

What is — and isn't — included in the relationship.

What services are included in your flat fee?
Do you prepare tax returns?
Do you help with estate planning documents?
Do you sell insurance or other products?
Can I hire you for a one-time plan?

All of Services →

Fees

How we're paid, what it costs, and why.

Why do you charge a fixed flat fee of $12,500?
How will I pay my fee?
What is your cancellation policy?
Are there any other costs I should expect?

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Retirement Income

Turning a portfolio into a paycheck.

How will I create a paycheck in retirement?
When should I claim Social Security?
How much can I safely withdraw each year?
Should I do Roth conversions?

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Our Investment Philosophy

How we invest, and what we refuse to do.

What is your investment approach?
Do you try to time the market?
Do you buy individual stocks?
What do you do in a market downturn?

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Our Firm

Who we are and how we're structured.

Are you a fiduciary at all times?
Are you independent and employee-owned?
How long has the firm been in business?
What conflicts of interest do you have?

All of Our Firm →

Your Service Team

Who you'll actually work with.

Who will be my advisor?
Why do you use a team model instead of one advisor?
How quickly will someone respond to me?

All of Your Service Team →

Your Client Experience

What the first year and every year after look like.

What happens in the first 90 days?
How often will we meet?
How will I see my performance and plan?
Can my spouse and adult children be involved?

All of Your Client Experience →

Custody & Security

Where your money is held and how it's protected.

Who holds my money?
Can you withdraw money from my accounts?
How are my assets protected?
How do you protect my personal data?

All of Custody & Security →

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