Posted in Personal Finance, tagged FFP FAQ on April 4, 1990 | Comments Off
How much do you charge for your services?
Our fees vary depending on the type of planning work or investment management that you engage us to assist you with.
Our typical project fees range from $450 to $3,000 (available only to our investment management clients). Ongoing investment management is based on a sliding scale with a [...]
Posted in Personal Finance, tagged FAQ, FFP on April 4, 1990 | Comments Off
I’m interested in a career in financial planning. Can we meet to discuss how I can get started?
We get this question so frequently now that, unfortunately, we can no longer afford to give away our time (it wouldn’t be fair to our paying clients, those in our mentoring program, or our families).
We do, however, offer [...]
Posted in Personal Finance, tagged FAQ, FFP on April 4, 1990 | Comments Off
Can we meet after-hours or on weekends?
Can you meet me at my home or office?
All in-person meetings with FFP are conducted during normal business hours in our office.
We have found that the people who are unwilling or unable to make time during normal business hours tend to be those who either aren’t serious about the [...]
Posted in Personal Finance, tagged FAQ, FFP on April 4, 1990 | Comments Off
Why do you need my tax return & other personal information?
To produce an effective investment or financial plan for you, it is imperative that we be privvy to accurate and complete financial information.
Additionally, we are required by various regulatory authorities to collect much of the information we request.
Tax return and investment statement information typically provides [...]
Posted in Personal Finance, tagged FAQ on April 4, 1990 | Comments Off
What are the requirements for working with FFP?
We place no income or net worth restrictions on clients, although we do have a minimum quarterly fee of $250. If you meet some basic qualifications, it would be our privilege to serve you. Those qualifications are:
Limited Consumer Debt
If your non-mortgage debt consists of an amount greater [...]
Posted in Personal Finance, tagged FAQ on April 4, 1990 | Comments Off
Does FFP have clients outside of Dallas-Fort Worth (DFW)?
Indeed we do. We have clients throughout Texas and several other states (and overseas) and the number of distant clients is growing.
Geographic proximity is one important consideration when choosing a financial planner. Others include the adviser’s worldview, business model, investment philosophy, source of compensation, fee structure, and [...]
Daily Scripture Verse
