Free Financial
Planning Consultation
A 4-step process
designed to help decide if working together makes sense.
✓ MINIMIZE TAXES ✓ INVEST SMARTER ✓ MAKE WORK OPTIONAL
We Do Our Best Work With:
Preparing for a Work-Optional Lifestyle
Investors approaching financial independence, or already there, who want a clear path for a work-optional lifestyle.
Dedicated Savers
Diligent savers with $1M+ in total portfolio value (excluding real estate) who want to turn accumulated wealth into long-term clarity.
Expert Guidance
Your future is too important to leave to chance. You value working with an expert CERTIFIED FINANCIAL PLANNER™.
Free Financial Planning Consultation
Here’s our process to help you decide if we’re the right fit.
STEP 1
Schedule 20-Minute Intro Meeting
A brief intro meeting gives us both a chance to confirm your situation aligns with our expertise and that working together makes sense.
STEP 2
Discovery
Before we meet, we’ll ask a few questions to better understand your unique situation and what matters most as you plan for your financial future.
STEP 3
Reviewing Our Takeaways
We’ll walk through our planning and investment takeaways so you know what to expect from working together.
You’ll also have time to ask questions and get clarity on our approach to planning your financial future.
STEP 4
Think About It!
We value long-term relationships and don’t offer time-sensitive or expiring deals. Take as much time as you need to decide what’s right for you.
Frequently Asked Questions
- Q1: How is Safe Landing Financial different from other financial advisors?
- Q2: What does it cost to work together?
- Q3: Do you have a minimum asset requirement to work together?
- Q4: Can you work with clients outside of Texas?
- Q5: Do you offer an hourly or one-time project option?
- Q6: Who is a good fit to work with Safe Landing Financial?
- Q7: Who is not a good fit to work with Safe Landing Financial?
- Q8: Why is it important to work with a fee-only, fiduciary financial advisor?
A: There are three things that separate us from other financial advisors:
- We specialize in comprehensive financial planning tailored for clients with advanced planning needs, particularly those focused on making work optional. By staying highly specialized, we continually enhance our expertise and only work with clients that we have the expertise for delivering a quality experience. Many of our client relationships are high-earning technology professionals, Dell employees, and pre-retirees.
- We intentionally limit the number of clients we work with and new clients we accept. This approach enables us to provide highly personalized and high-value service to each of our clients.
- “We” work directly with you. When you work with us, you’re partnering with the proverbial ‘we’, which means you’re dealing directly with Brian Fry. This ensures you have direct access to your financial planner and investment manager, facilitating seamless communication throughout our partnership.
A: Our comprehensive financial planning service, which includes ongoing financial planning and investment management, and generally starts at $12,500 per year.
There is also a one-time initial onboarding fee, generally $1,000, to cover initial setup and implementation.
Final pricing is confirmed during the free financial planning consultation once we understand your complexity, goals, and planning needs. For more details on how our fees are structured, please visit our Services and Pricing page.
A: No, we don’t have a strict asset minimum.
Our advisory fee is based on the complexity of ongoing financial planning and investment management, as well as the time, expertise, and resources required to deliver comprehensive advice.
As a general guideline, our services tend to be the best fit for households with $1M or more in total portfolio value.
Our services are best suited for clients who value a coordinated strategy that integrates both ongoing financial planning and investment management.
A: Yes. While our office is based in the Dallas–Fort Worth area, we work with clients virtually across the United States. Many of our clients are located in Texas (including the Austin area) and California.
A: We are highly specialized in working with individuals and households building toward financial independence and making work optional.
XY Planning Network is a great resource for finding fee-only advisors who offer planning-only or short-term planning relationships.
A: Here are some characteristics of the clients that we work best with:
- You are looking for expert financial advice and ready to implement our recommendations.
- You understand that investment recommendations are based on achieving your financial goals and not designed to time or beat the market.
- You are not looking for the hot stock pick of the day.
- You’d rather spend time enjoying what you love to do instead of focusing on short-term market returns. Your focus is on the big picture and avoiding the big mistake.
A: We might not be a good fit working together if:
- You believe you can consistently time and/or beat the market.
- You want a hot stock pick of the day.
- You’d rather spend time focusing on short-term market returns without looking at the big picture.
- You do not implement our expert advice.
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.
