FREQUENTLY ASKED QUESTIONS

    • The goals we focus on are the ones we achieve. We help clients achieve goals in life AND in their advisory firm by creating a plan and tracking results.

    • We all fail to see blind spots in our own life. Getting a second opinion will help you avoid mistakes and leverage new opportunities to live your best life.

    • Improve your relationship with your significant other by including them in your life plan, financial plan, and business plan to a certain degree.

    • You can better lead your business and service your clients when you don’t have to spend time and energy analyzing your own finances.

    • Experiencing the financial planning process as a client gives unique insight into improving your own processes and the experience for your clients.

    • Your family needs a trusted financial advisor when you are no longer the right person to manage it. Especially if your family is likely to inherit assets (your business) but has little or no financial or business acumen.

    • The experience with your own advisor will generate unique, personal stories you can share with clients about how financial planning has changed your life.

    • Follow our blog for more information on how impactful financial planning can be for your life, your family, and your financial advisory firm.

    • We work with financial advisors exclusively.

    • This may include retired advisors, advisors’ family, advisors’ staff, etc. as needed.

    • Advisors who get the most value from working with us are usually owners of small to mid-sized fee-only or hybrid RIA firms with 1-2 owners.

    • YES!!!

    • The Exit Coaching is a business service, and is therefore completely deductible as a business expense.

    • The amount of the Financial Planning fee that is deductible depends on you and your tax preparer. Some advisors deduct the entire expense if the business is a pass-through entity like an LLC with the philosophy that you are your business. Some advisors don’t deduct anything because they view it as personal financial planning. We commit at least 1 financial planning meeting per year to focusing on the business so the fee is at least partially tax-deductible.

  • All meetings are Virtual over Zoom!

  • Read all about our team here!

  • Not at this time. Advisors each have a unique investment philosophy and most would prefer to manage their own money. Additionally, advisors often build trust with clients by investing their own money using the strategies they recommend their clients to use. We may add this service in the future.

    • Not at this time.

    • We coach firms throughout the entire succession planning process and provide a referral to a vetted point of contact at other companies, based on the client’s needs and stage of succession planning.