Frequently asked questions

Are you a fiduciary?

Yes. Family Life Financial Planning always acts as a fiduciary. Now, in English, we are always required to act in your best interest. This is in contracst to broker, or "registered representatives" that are not always held to that same standard. They are instead held to a suitability standard. Suitability means the investment advice they recomnmend has to be sufficient to meet your needs, but does not have to be in your best interest.

How much money do I need to work with Family Life Financial Planning?

Many financial planners have a required minimum networth or a minimum you must invest for them to take you on as a client. Family Life does not. We believe that everyone deserves access to top notch financial advice and coaching.

You focus on young families. If I am not a "young" parent, can you still help me?

Yes. While our focus is on young familes we have clients of all ages and in all stages of life.

How do you get paid?

The $10 Million question. We never make commission or referal fees. We are paid 100% by our clients. This is important to us because you need advice that is not influenced by insurance and investment companies big commission checks.

When are you able to meet?

I offer meeting times most days. To help busy families, I also offer late night virtual meetings after the kids go to bed. We can meet as late as 10 PM. Feel free to schedule a time to talk on my calendar page:

© 2020 FAMILY LIFE FINANCIAL PLANNING   |   440-490-7526

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