FAQs
What is Financial + Life planning?
Financial life planning aligns your finances with your goals, values, and meaningful life events. We will seek to understand who you are and where you are going before making suggestions. Money is a tool to help craft the life you want to live. If you had all the money you need, how would you spend your time in ways that are meaningful to you?
Is there an asset or investment minimum?
We bring on clients when we feel we can make a meaningful difference in their lives. There is no asset or investment minimum, however our services are most effective for those with incomes of at least $100,000 and/or assets of at least $1M.
What is your investment philosophy?
We believe the markets are efficient and it is not possible to consistently beat the market over the long-term. We use no-load (no sales commission), low-cost, broadly diversified mutual funds and exchange traded funds (ETF’s). Thus, we do not provide guidance on when to buy or sell individual stocks/securities. The positive impacts from proactive tax planning and ongoing comprehensive financial planning are reliable ways to build your net worth.
I live far away, can we still work together?
Yes! We serve both local and out-of-state clients. We offer virtual meetings or in-person meetings at our office in Boulder, Colorado.
How do you protect my privacy?
We will never sell your personal information. We have electronic + physical safeguards to protect your personal information. Our privacy policy is available upon inquiry, and outlines the limited circumstances in which your personal information may be shared.