How are you different from other “fee-only” firms?
proactive execution in FINANCIAL PLANNING, DISCRETIONARY INVESTMENT MANAGEMENT, and tax strategy.
No more being a middle-man between your advisor and CPA. If you value your time this is huge for our clients. Plus, we know from our experience you can save more time, money, and it feels better integrating every area of your financial life.
Complexity-Based Flat-Fees: Equitable and transparent pricing.
We charge flat fees, not asset-based fees.
Our clients know that fees increasing just because the market went up or you gave us more money, doesn’t feel right.
We believe that how someone is paid should NOT be in conflict on financial decisions that will change your life.
FIDUCIARY, ALL THE TIME
Yes! It’s frustrating we have to put this in writing. But not all advisors are required to act in your act best interest every time. So no, we are not “dual-registered”; we can’t (and don’t) earn commissions. We only get paid by you. We have your back at all times.
Highly Credentialed: CFP, CPA, and CFA
There are over 200+ different financial designations. Many designed for marketing. Few built with rigor.
We have the three most recognized industry credentials: CFP, CPA, and CFA. Sara also co-designed the University of Colorado-Denver Masters in Taxation program and was its first graduate.
The most sought after and used credential in the world of tax. Minimum 150 credit hours from an accredited institution with a concentration in accounting, or five years of study.
Completion of 40 hours of continuing professional education (CPE), each year. Only 23% of financial advisors have a CPA.
Only 12% have a Master’s in Taxation.
The gold standard for financial planning expertise.
An 18 month comprehensive college-level program of study reinforced with mandatory 30 hours of continuing education every 2 years. Only 28% of all financial advisors have a CFP.
The highest distinction in the investment management profession that is recognized globally.
A 3 year self-study graduate level program that is the most competitive financial designation to attain. Only 5% of all financial advisors have a CFA designation.
There are only 200,000 Charterholders in the world.