Guidepost Financial Planning
Why we are different

Guidepost Financial Planning is dedicated to providing access to quality advice for their clients regardless of the clients’ incomes, the amount of an investment or whether the advice is a one-time consultation or ongoing financial management services.

Clients are billed based on simple-to-understand hourly rates or assets under management. Hourly billing is based on portions-of-an-hour or full hours depending on time spent working on a client’s project. Assets under management fees are based on the overall assets managed by Guidepost Financial Planning. In some cases, advisor’s fees may be tax deductible, too. (Click on FAQ to learn more.)

In her insightful and well-written book, "I Haven't Saved a Dime, Now What?!", author Barbara Loos says this:

"Think of financial planners as money consultants. Their job is to look out for your money's best interests, not to sell you stuff. You should pay a planner for their time, either an hourly rate or a flat fee. They are called Fee-Only planners, and they have no financial incentive to recommend one investment over another."

We couldn't agree more with Ms. Loos! We are fiduciaries. This means that we put our clients’ interests first. The advice you receive from a financial planner should always be in your best interest and we take our role as a fiduciary very seriously. At Guidepost Financial Planning, there are no hidden fees, no income or account minimums, no long-term contract requirements, and no commissions that can create conflicts of interests. Just high quality, objective advice, clients can trust.