We build and implement financial plans for high-earning tech professionals with advanced planning opportunities, so you can stay focused on what matters most.
Individuals and couples with investments over $500,000 (excluding real estate) who are serious about reaching financial independence. You’ve built wealth. Now it’s time to plan what’s next.
Your future is too important. You value working with a CERTIFIED FINANCIAL PLANNER™ to help minimize taxes, invest smarter, and plan for a work-optional lifestyle.
Here’s our process to help you decide if we’re the right fit.
A 30-minute intro meeting gives us each a chance to ensure your situation matches our expertise.
Before meeting, we request information to learn more about your unique situation.
We focus our financial planning conversation on what’s most important to you.
We share our approach planning for your goals and retirement so that you know what to expect from working together.
We answer any questions you have on our process, including how we customize your financial plan, tailor investments, minimize taxes, and plan for retirement on your terms.
We value long-term relationships and do not offer any time-sensitive expiring deals or pressure you to move forward with us; take as much time as you need.
If you determine that we are not a good fit to work together, then we will help you find another financial professional with the right expertise for your situation.
A: There are three things that separate us from other financial advisors:
A: Our fees are straightforward, starting at 0.80% per year for the investments we manage, with an annual minimum of $4,000. Additionally, there is a one-time upfront fee of $1,000.
A: No. We do not have an asset minimum. Our $4,000 annual fee is based on the complexity of planning, the technology and time required to deliver great advice, and the level of value we provide to the clients we serve best.
As a general guideline, our fee tends to be a good fit for households with either:
A: Yes! Even though several of our client relationships are in Austin, TX and southern California, we work with clients across the United States.
A: We value providing ongoing financial planning to individuals and households over a long-term ongoing relationship.
If you prefer to work a financial planner who offers these limited-term engagements, consider reaching out to the XY Planning Network.
A: Here are some characteristics of the clients that we work best with:
A: We might not be a good fit working together if:
A: Safe Landing Financial is a fee-only, fiduciary financial advisor, meaning we do not receive commissions from brokerage firms, mutual fund companies, or insurance providers. Working with a fee-only, fiduciary advisor ensures you receive unbiased, transparent, and high-quality financial advice, helping you make informed decisions for your future.