Being a fee-only advisor, I am only paid by you through either financial planning fees, asset management fees, or both.

Impertative Wealth Planning does ot take custoday of client assets. They are held at an independent third party custodian. We have chosen Charles Schwab & Co. to be that custodian.

No. We can meet in person, or virtually.

While we do not have a minimum, our services are geared more toward households that have over $500,000 of investable assets.

The first step is to schedule an introductory call to see if we are a good fit.

Though we prefer an ongoing, long term relationship for financial planning, we do offer project based financial planning.

It starts with an introductory call to see if we are a mutual fit to work together.

If we decide we are a fit, then we move on to a Discovery meeting where we learn about what’s important to you, your goals, and gather the full picture (income, assets, etc..). This will allow us to provide you with a quote, and the best way to move forward.

If you decide to move forward we will start the planning process. In the first year there will generally be 5 - 7 meetings, with 4 - 5 of them being within the first few months.

After year one we will fall more into a seasonal cadence where we will meet 2-3 times per year.