Who We Serve

Who Do We Serve?

The benefit of having an ongoing relationship with a financial planner is that when something goes wrong we know you and your finances and can help you navigate issues without needing to ask you for all your background details every time something comes up.  In general, we can best serve those who seek a lifelong partner who can be there throughout the good and the bad times.  By using an approach focused on building and/or maintaining a financial plan that supports your personal vision, we can help you accomplish your desired future.  Not sure what that vision is?  Join the club, and we can discover that together.

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Do I Have Enough Money?

Our fee model is based on the value of services and not your wealth.  As a result, we are able to work with a wider range of people than is traditionally possible in this industry.

Our clients come from many walks of life.  Your goal may be to manage debt, build wealth and prepare for your future, recover from a financial issue in your life, or maximize the wealth you have built over your lifetime.  Each is a unique stage, and we can meet you where you are to navigate through your needs (and wants :)).

Can I Really Trust My Wealth To A Financial Advisor?

As a CERTIFIED FINANCIAL PLANNER­(TM) professional organization, Open Doors, FP has committed to upholding the highest standards of honesty, integrity, and trust.  As a fiduciary (one who is bound to the standards of acting in the best interest of clients above all else), our success is 100% dependent on our service to you.  That is our motivation and our promise.

 - For a better understanding of what it means to work with a CERTIFIED FINANCIAL PLANNER(TM) professional, click this link https://www.cfp.net/ethics/code-of-ethics-and-standards-of-conduct 

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Are There Hidden Fees And Costs In Working With You?

We believe fees should be transparent and clear to those seeking advice.  All fees and costs will be known to you in our relationship.  The financial planning fee is fixed at the rate that fits your needs (investment only, basic planning, advanced planning) and will only ever increase if inflation rises and the cost of conducting business rises.  The investment management fee totals at .70% of any assets we manage for you up to $2,000,000.  You deserve transparency and honesty.

When Do I Need A Financial Advisor?

When there is a financial question in your life that needs answering, and the answer may not be clear.  We have the knowledge and resources to answer those questions.

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Are You A Fit For My Needs?

If you are looking to time and beat the markets and question every single market event in the news, we are likely not the best fit for you. 

 

Why?  Through studies by Nobel Laureates at the Chicago University of Business, financial science has shown that consistently beating the markets is near impossible.  Any successes that do occur are a result of luck.  We cannot control the financial markets.  We can create a long-term strategy using global investing and managing the risks by taking advantage of the nature of the markets for long-term growth.  Long-term investing with the right philosophy will result in consistent growth to plan for your future.

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