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
What you can expect
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:
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?”