PLANNING YOUR FINANCIAL JOURNEY

SHOULD WE WORK TOGETHER?


Whether you live in Austin, TX, or anywhere in the US, let us help when planning to enjoy retirement on your terms.

We offer a free consultation to help you make an informed decision about working together.

This process is designed for households earning over $150,000 per year with the ability to save earnestly OR have accumulated over $500,000 of investment and retirement assets.

During this process, we learn about your unique situation and provide a planning demo for how we can help minimize taxes, optimize investments, and ensure your money lasts through retirement.


financial advisor Austin TX - Safe Landing Financial


STEP 1

SCHEDULE 30-MINUTE INTRO MEETING

Scheduling a 30-minute intro meeting allows for us to ensure we are the right fit to provide expert planning guidance to achieve your financial goals. There is no cost for this intro meeting.




STEP 2

UNDERSTANDING YOUR UNIQUE SITUATION 

Before meeting, we request information to learn more about your unique situation. Then, we can focus our conversation on what’s most important to you.

To help you make an informed decision, we share our process and showcase a planning demo for how we help to minimize taxes, optimize investments, and ensure your money lasts through retirement.

To provide clarity, we share our expertise to your unique situation and help answer any questions you have.




STEP 3

PROVIDING IDEAS AND SOLUTIONS

We provide ideas for exactly how we can work together. We offer full transparency in providing our costs and services.

Our focus is to minimize taxes, optimize investments, and ensure your money lasts through retirement. We want you to understand the value we can bring to your unique situation before deciding how to best move forward.




STEP 4

DECIDING HOW TO BEST MOVE FORWARD

We follow-up when you’re ready to meet next or within two weeks to see if you have any questions in deciding how to best move forward.

We value long-term relationships and do not want a quick sale. We 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 wish you the best and help you find planning solutions that fit your needs better.

If you decide to move forward with Safe Landing Financial, we walk you through next steps and discuss how to get started as a client.



SCHEDULE 30-MINUTE INTRO MEETING


SCHEDULE

HOW DO I KNOW IF I’M A GOOD FIT?


RETIREMENT IS APPROACHING

Whether you’re in your 40s, 50s, or 60s, we want you to enjoy the retirement lifestyle that you’ve worked hard for.


SAVING EARNESTLY

We do our best work with households that earn over $150,000 per year with the ability to save earnestly OR have accumulated over $500,000 of investment and retirement assets.


VALUING EXPERT FINANCIAL GUIDANCE

We provide our expertise to each unique financial situation. Our clients focus their time and energy on what matters most to them.



FREQUENTLY ASKED QUESTIONS


  • Q1: Do you offer an hourly or one-time project option?
  • Q2: What’s so important about working with a fee-only CERTIFIED FINANCIAL PLANNER™?
  • Q3: Can I cancel?
  • Q4: Who is not a good fit to work with Safe Landing Financial?
  • Q5: What if I’m not sure about my financial goals?
  • Q6: What if I don’t live in Austin, TX?
Q1: Do you offer an hourly or one-time project option?

 A: We are looking for clients that value a long-term relationship. Implementation and organization are important considerations when measuring the success of your financial plan.

If you are looking for a financial planner with these fee options, please contact us and we will help you find a better fit.

Q2: What’s so important about working with a fee-only CERTIFIED FINANCIAL PLANNER™?

A: A fee-only financial advisor must act in a fiduciary standard for their clients which means that they must always act in your best interest. The majority of advisors in the financial services industry act in a suitability standard which is based on your financial status and goals but may not always be in your best interest.

Fee-only financial advisors receive the fee for services provided and do not take part in any additional commissions from brokerage firms, mutual fund companies or insurance providers. They have no additional incentives for any form of managed account.

Nearly 9 in 10 consumers say they would feel more confident working with an advisor who holds a financial planning designation. The CFP® certification is recognized as the highest standard in personal financial planning. CFP® professionals are required to have a college degree, complete advanced classes in financial planning, pass a six hour comprehensive exam have at least three years of full-time financial planning experience and agree to the CFP Board’s Standards of Professional Conduct and Code of Ethics.

Learn why fiduciary is critical when choosing a financial advisor

Q3: Can I cancel?

 A: Yes.

You can cancel at any time if you decide that we are not the right fit. You are never locked in to any long-term contract. Payments are made at the end of each month, meaning your final month’s fee will be prorated. There are no hidden fees or additional cancellation costs.

I recommend working together through at least one market cycle before making a decision to part ways. Financial planning advice and tracking investment performance during a full market cycle is the best way to confirm we are keeping you on track to reach your financial goals.

Q4: Who is not a good fit to work with Safe Landing Financial?

A: We might not be a good fit working together if:

  • You believe you can consistently 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.
Q5: What if I’m not sure about my financial goals?

A: We customize our financial planning process to fit your needs.

No matter if your goal is to minimize taxes or optimize investments, or ensure you won’t run out of money during retirement, we are positive our expertise can give you better financial peace of mind.

Whether you’re anywhere in the US or in Austin, TX, let us help when planning to enjoy retirement on your terms.

Q6: What if I don’t live in Austin, TX?

A: Safe Landing Financial works with clients all over the country. You will have the exact same experience with virtual meetings, online accounts and financial planning software and our secure client vault.

SCHEDULE 30-MINUTE INTRODUCTION MEETING




FINANCIAL PLANNING INSIGHTS


Not ready to sign up or contact us? Sign up to receive news and updates.