start-here

What Does It Look Like to Start Working with Greater Than Financial?

WHY: This page will help you make an informed decision on working together.

WHAT: You can have confidence in your choice to get professional financial advice.

WHO: Families in their 30s and 40s with children

No Cost or Obligation

We want you to know exactly how we can help before you pay us a single dollar.

3 Big Answers

You will finish with answers to the three biggest questions about retirement.

15-Minute Call

The very first step is a 15-minute phone call with our team.

What you can expect

1 – Schedule a call
2 – Information Meeting
3 – Analyze
4 – Consultation Meeting
6 – Implementation
7 – Roadmap Beyond

1 Schedule a call

A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.

2 Information Meeting

Your next step would be either a virtual or in-person meeting at our offices to collect information from each other. We’ll begin piecing together that data that make up your financial picture.

3 Analyze

We’ll apply our CFP expertise, decades of Nobel-prize winning research, and cutting edge technology tools to ensure we can get answers to your biggest questions.

4 Consultation Meeting

We’ll meet again (either virtually or in-person)

6 Implementation

You’ll use the next 30 days to implement the actions steps, communicating with us when you need additional help and guidance.

7 Roadmap Beyond

After the consultation and implementation window, we’ll all have a good feel for your additional planning needs in the future. We will present you with choices and recommendations on how to engage ongoing financial advice.

1 – Schedule a call

1 Schedule a call

A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.

2 – Information Meeting

2 Information Meeting

Your next step would be either a virtual or in-person meeting at our offices to collect information from each other. We’ll begin piecing together that data that make up your financial picture.

3 – Analyze

3 Analyze

We’ll apply our CFP expertise, decades of Nobel-prize winning research, and cutting edge technology tools to ensure we can get answers to your biggest questions.

4 – Consultation Meeting

4 Consultation Meeting

We’ll meet again (either virtually or in-person)

6 – Implementation

6 Implementation

You’ll use the next 30 days to implement the actions steps, communicating with us when you need additional help and guidance.

7 – Roadmap Beyond

7 Roadmap Beyond

After the consultation and implementation window, we’ll all have a good feel for your additional planning needs in the future. We will present you with choices and recommendations on how to engage ongoing financial advice.

Schedule Your 15-Minute Phone Call

How Do I Know If I’m a Good Fit?

We deliver the greatest value when we focus on complex situations that require our expertise. Our typical clients are:

Professionals over age 50 who are retired or want to know they have the ability to retire one day.

Diligent savers who have accumulated investment and retirement assets of $1 or more.

People who want to delegate all retirement planning and investment management to an expert so they can spend time on things that matter most to them.

Still Have Questions? Keep Reading…

We are a fee-only (​no commissions​) financial planning firm. Our current professional hourly rate is $200, but that is subject to change as proficiencies and efficiencies change. We have the ability to assess that fee in the manner that works best for each client.

Yes, we do offer hourly engagement. If you choose not to go through the consultation process outlined above, we can meet and dig right into your financial planning questions in our first meeting and your fee will be assessed on an hourly usage basis.

  • Most financial advisors business model revolves around publicly traded investments (stocks, bonds, mutual funds, and ETFs). That’s how they get paid, that’s how they’ve been trained and that’s what their licenses apply to.
  • Greater Than Financial has speciality in what is often referred to as Life Planning. This certainly involves investment expertise and knowledge, but goes far deeper into understanding the desires of a client, and optimizing all resources to make those desires a reality.
  • Because ultimately who you trust for complex, professional advice comes is about who you can trust. We believe we can earn and keep your trust, but talk is cheap so how can you know that for certain?
  • We have put as much about our business, our process, and our people on display as possible to help you answer the question: “Can I learn to trust this advisor?” We believe that the information we have made accessible is better for making such an important decision than “who does my dad, neighbor, or coworker use for financial advice?”

Schedule Your Call

Not quite ready to schedule an appointment? That’s okay!

You can sign up for our quarterly e-newsletter which includes hand-picked financial planning articles to help you make good decisions with your money.

You can also call our direct line at 816-663-9015 if you just have a few questions for us. Our blog might be a great resource for you, too.