I have no minimums for client assets or cost of engagement. My clients and I usually share these ideas around financial planning:
We appreciate diversity in individuals and family types
We value financial education
We believe in the importance of empowering individuals to understand and make their own choices
We share motivation to help you take control of your financial life by first identifying and prioritizing the most essential elements of your fulfilled authentic life.
We believe in maximizing life experience instead of just maximizing investment account size
We expect the financial planner to be held to a fiduciary standard and to assist rather than take over
We think that financial planning should be available to all without required minimums of income or size of investment account
We generally prefer low-cost tax-efficient index funds and ETFs for investments.
Click here to check out my video introductions to Matterhorn Financial Planning
Click here to check out my video series on reasons I shouldn’t be your financial planner