No Cost or Obligation
We want to hear from you, to determine how we can help before you pay us a single dollar.
30-MINUTE DISCOVERY SESSION
WHY: To help you (and us) determine if we’re a good fit.
WHAT: A FREE 30-minute Discovery Session. I’ll show you how you can master your personal finances and get on track to achieving your goals.
WHO: Busy professionals and families who are ready to take proactive steps to get their financial life on track.
WHERE: Our Discovery Session will be conducted as a video conference via Google Meet.
30-minute video call
The first step toward your bespoke plan is a 30-minute video chat with us.
Visualize your plan
Together we’ll begin to craft a vision of what your bespoke financial plan could look like.
How Do I Know If I’m A Good Fit?
We deliver the greatest value when we focus on complex situations that require our expertise. Our typical clients are:
STILL HAVE QUESTIONS? KEEP READING…
Is Bespoke Financial Planning right for me?
You might be a good fit if one or more of the following apply:
- You want to work with a true fiduciary, who will always put your interests first.
- You’re looking for fee-only financial planning, because you’re put off by sales-y tactics and commission based products.
- You know you’re earning a healthy income but need help defining your goals and putting a plan in place.
- You are busy with your career and/or family and want a partner to keep your finances on track.
- You value your time and are willing to pay for professional advice. You’d rather spend your scarce free time on family and hobbies rather than reading up on IRS tax law.
Do you have an investable asset minimum?
We don’t have an asset/account minimum. At Bespoke Planning we don’t turn people away for not having “enough” investable assets. Whether you have sizable investment accounts or you’ve just started saving for the future, our pricing is designed to meet you wherever you’re at.
We do, however, have a minimum monthly fee, which starts at $100/mo. So, we recommend that you have either $100k in total household income or $400k in net worth in order to work with us. If your income and/or net worth are below the stated thresholds it may not yet make sense to work with us.
I’m not in Michigan. Can we still work together?
Absolutely. With technology, we have the ability to effectively serve clients all over the country.
In some cases, meeting virtually actually helps us make our meetings more efficient. You can meet with us from the comfort of your own couch instead of a stuffy office.
For those in Southeast Michigan, we’re more than happy to meet in person.
You’re a small firm. How do I know my assets are safe?
We work with an independent investment custodian– TD Ameritrade Institutional (TDAI)– to ensure that your assets are safe.
Your investment accounts (IRAs, ROTH IRAs, brokerage accounts, etc.) will be housed at TDAI.
This means you can login to your client portal at TD Ameritrade Institutional and see your account balance or statements at any time.
I already have an advisor; why should I consider making a change?
It may be time to reconsider your options if any of the following apply:
- If your current advisor isn’t a fiduciary.
- If the advice you’re receiving tends to only focus on your investment accounts.
- If you’re disappointed by the lack of a comprehensive approach from your current advisor.
- If you don’t feel you’re getting enough service for the money you’re paying your current advisor.
Who is not a good fit for Bespoke Financial Planning?
You may not be a good fit if any of the following apply:
- If you want an advisor that is going to give you hot stock tips or actively trade your accounts.
- If you aren’t ready to put some effort into achieving your financial goals.
- If you’re averse to using technology to manage your financial life.
