There are different kinds of financial advisors, and we think you should interview around to find someone who's the best financial planner for you. So why should you hire us?
Who We Are
We are life planners. When we meet with you, we want to know you as a person., since everyone has a different path to walk. Click here to learn more about the kind of financial life planning we do.
We are a tax-focused firm. Chris is a CPA as well as a CFP®, which makes him uniquely experienced in the area of tax planning and preparation. Many financial planning firms don't offer tax services, but we think it's a critical part of financial planning.
We are fee-only. That's how we get paid: no kickbacks, no commissions, and no hidden costs. We don't charge a percentage of assets, just one flat fee. We think that's the best way for you to know exactly how much you're paying for our advice.
We are fiduciaries. The term "financial advisor" isn't regulated, so you want to make sure that when you hire a planner, they have their CFP® certification - this is the certification that is nationally recognized as the professional designation for advisors. This designation also means that we are fiduciaries: legally and ethically, we must work in your best interest at all times.
Who We're Not
We're not just investment managers. A lot of people think that financial planners are the same thing as investment managers, and many firms focus almost entirely on how to invest your assets. At Natural Bridges, we think that investments are only a piece of the puzzle, and we spend much more time with you working on other aspects of your financial life and developing a full life plan.
We aren't hourly advisors or tax preparers. We think financial planning is most effective if we can plan out over the course of years. If you are looking for someone to work on an hourly basis, we would recommend checking the Garrett Network. And while we prepare taxes for our retainer clients, we don't do one-off tax preparation - look for a CPA if you want that.
We're not a big bank. We are an independently-owned, local firm. We don't sell products or wear suits and ties to the office. We won't ever offer you high-fee or commission-based load funds. We have access to the same planning software and investment choices that the big banks do, but the fanciest thing about our office is Chris's fizzy soda water.
Let's get to know each other a bit better. What are you looking for?