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