Are there any account minimums to work with us?
We don't have account minimums because we don't manage your money; we offer two flat-fee plan options.
Do you offer tax planning services?
Yes, we use software that uploads your Form 1040 tax return and provides an in-depth analysis of the return and future projections of income taxes.
Can you provide ongoing investment advice?
Yes, investment advice is included in the Ongoing Plan.
Are you available for hourly financial planning work?
Yes. For a single question, you can book a one-hour session through Nectarine, our partner platform, where scheduling and payment are handled.
