PERSONAL CFO SERVICES with NO Conflicts of Interests. the way planning should be donE
PERSONAL CFO SERVICES with NO Conflicts of Interests. the way planning should be donE
Regardless of which option you decide to pursue, I structure my fees so that it works within your lifestyle and budget in order to give yourself the highest chance of success over the long term. In general, the overall cost savings and improvement in investment returns greatly outweigh any fees paid. The ongoing program is a much better value if you have multiple financial items that you would like to address.
During my career, I have found that people who try to do too much at once, end up getting overwhelmed and/or sidetracked and do nothing at all causing further anxiety, stress and worry. The Ongoing program is structured in a way as to not overwhelm, but make strong, consistent progress over short time periods on a variety of financial planning areas to ensure comprehensive success over the long term.
"People do not decide their futures, they decide their habits and their habits decide their futures."
-F.M. Alexander
The Ongoing Planning and Consulting Financial Plan Program will be provided on an ongoing and continuous basis with the Client choosing what topics they want to discuss at each meeting.
All of the following topics are included in the Ongoing Planning and Consulting Financial Plan Program:
Each item generally includes a minimum of one to two hours of face-to-face meetings plus an equal amount of time to research and document recommendations.
Financial planning services include a comprehensive evaluation of an investor's current and future financial state and will be provided by using currently known variables to understand overall net worth values, cash flows and create income and withdrawal plans as necessary. Truly Unbiased will use a client’s personal and unique goals, net worth values and cash flows, asset allocation, and future retirement wishes and estate planning desires in developing financial recommendations and action items.
There is no conflict of interest as the client can choose to implement recommendations on their own, with the assistance of Truly Unbiased (at no extra charge) and/or choose to hire other financial professionals to enact any recommendations. Clients are under no obligation to act upon any recommendations of Truly Unbiased or associated persons. Truly Unbiased never has discretion nor custody of client funds.
Additionally, clients can expect to receive the following:
· Ongoing check-ins via phone or email for accountability, encouragement and to stay on track
· Monthly zoom meetings based on concurrent availability of client and Truly Unbiased
· Phone and/or email access to answer questions for day-to-day financial decisions
· Ongoing and timely reviews as the client's situation changes
· Assistance with implementation of action items (remotely over zoom)
In addition, all of the above services are available on a standalone or combined basis. We use the same processes and focus as the Ongoing Program above but this is more of a point in time review of a client’s current situation, goals, and objectives versus an ongoing review and analysis. Project Based Planning usually includes recommendations for a course of activity or specific actions to be taken by the clients. Implementation of the recommendations will be at the discretion and responsibility of the client.
Project Based Planning is quoted on a customized basis so please reach out with any questions to discuss further. As noted above, I can assure you that you will be surprised and satisfied with the pricing of our services.
Financial stress has been determined to be one of the major stress points for employees so providing them a Financial Planning benefit like this is something that is looked at positively and is quite unique.
We can build customized programs for your whole employee base or as a perk to key employees and executives. We can build it as you like. Again, we do not sell products nor have any conflicts of interest so you can be confident your valued employees will have a positive experience.
Not sure what to get your new graduate?
Not sure what to get that special someone starting their new job?
Want to get someone a gift they probably have never gotten before?
How about a personal customized financial program to help them build a foundation that will help them and their families throughout their lifetime?
We can build customized programs as you like or you can sign someone up for a one year ongoing planning and customized financial plan. Please reach out with further questions.
Copyright © 2025 TRULY UNBIASED LLC - All Rights Reserved. ADV Part 2 Truly Unbiased LLC is a registered investment adviser registered and offering advisory services in the State of California and in other jurisdictions where exempted. This website is solely for informational purposes. No advice may be rendered by Truly Unbiased LLC unless a financial planning agreement is in place. Truly Unbiased LLC provides links for your convenience to websites produced by other providers or industry related material. Truly Unbiased LLC is not responsible for errors or omissions in the material on third party websites. This website is provided “as is” without any representations or warranties, express or implied. Truly Unbiased LLC makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. Truly Unbiased LLC will not be liable to you in relation to the contents of, or use of, or otherwise in connection with, this website. By using this website, you agree that the exclusions and limitations of liability set out in this website disclaimer are reasonable.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.