FAQs

The best time to start planning is immediately upon entering the workforce, but the second best time is today! Retirement consists of a multitude of decisions that come together to form your individualized plan. Regardless of your level of wealth, we can optimize your positions to meet your goals. Our job is to guide you in a way that maximizes your comfort and understanding throughout the journey.

CFP® or CERTIFIED FINANCIAL PLANNER™ is a designation educating its holders in many areas of financial planning, including general principles (ethics, behavioral finance, education planning), investments, income tax, retirement, estate, and insurance. Individuals holding the CFP® designation have promised to act as a fiduciary at all times when providing financial advice or financial planning. This is to say that CFP® practitioners are required to place your interests above their own.

While everyone can benefit from a professional review of their entire financial life, some will desire the stability and continuity of an ongoing planning relationship. If you are comfortable handling all of your financial affairs, you may only want a snapshot analysis to ensure you are on the right track.

Individuals in this stage have complex, interesting situations, particularly as they relate to tax planning, which is a primary focus of our firm. Frankly, we want to help people when they need it the most. We find it deeply satisfying and fulfilling. Social security elections, Roth conversion ladders, sequence of returns risk, Medicare, estate planning, lump sum vs. annuity considerations, tax avoidance (not to be confused with tax evasion), and a plethora of other daunting topics uniquely impact those entering retirement.

No! In fact, we meet with all of our clients remotely via Google Meets unless the client prefers in-person. We are happy to connect at your preferred venue, including your home or office space in the New Orleans metropolitan area.

Absolutely. We are a fee-only fiduciary interested in helping individuals achieve their financial goals. We enjoy working with all clients who are a good fit for our firm, and we believe all clients can benefit from our expertise. Further, we have experience in working with high-net-worth individuals and the unique planning opportunities available for them.

Definitionally, HNW is considered individuals with more than 1 million dollars in liquid assets, however, if you feel in over your head with regard to the complexity of your financial life, we think we can add value and clarity regardless of your net worth.