FREE FINANCIAL PLANNING CONSULTATION


SHOULD WE WORK TOGETHER?


We are retirement planning experts in Austin, TX serving clients virtually nationwide. Here is our process to help you make an informed decision about working together.


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. We focus our financial planning conversation on what’s most important to you.

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




STEP 3

PROVIDING TRANSPARENT SOLUTIONS

We share exactly how we can work together and what to expect from working together.

We offer full transparency in providing our costs and what’s included with our services.

We provide details for how we can add value to help you minimize taxes, optimize investments, and ensure your money lasts through retirement.

We value long-term relationships and do not want a quick sale.




STEP 4

THINK ABOUT IT!

We want you to understand the value we can bring to your unique situation before deciding how to best move forward.

We do not offer any time-sensitive expiring deals or pressure you to move forward with us. Take as much time as you need to decide how to best move forward.

If you determine that we are not a good fit to work together, then we will wish you the best and help you find financial solutions that fit your needs better.



ARE WE A GOOD FIT?


We do our best work with:


HIGH-EARNERS AND AGGRESSIVE SAVERS

Households that earn over $162,000 per year with the ability to save earnestly OR have accumulated over $500,000 of investment and retirement assets.


SEEKING EXPERT FINANCIAL GUIDANCE

We help to minimize taxes, optimize investments, and retire on your terms. Planning for retirement is too important to take a DIY-approach.


TECH PROFESSIONALS

We provide our expertise to professionals with advanced financial planning needs such as stock compensation and deferred compensation.



FREQUENTLY ASKED QUESTIONS


  • Q1: Do you offer an hourly or one-time project option?
  • Q2: What’s so important about working with an advisor that’s fee-only, fiduciary, and a CERTIFIED FINANCIAL PLANNER™?
  • Q3: Can I cancel?
  • Q4: Who is a good fit to work with Safe Landing Financial?
  • Q5: Who is not a good fit to work with Safe Landing Financial?
  • Q6: What if I’m not sure about my financial goals?
  • Q7: 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 an advisor that’s fee-only, fiduciary, and a 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.

Why Fee-Only?

Why Fiduciary?

Why CERTIFIED FINANCIAL PLANNER™?

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. We request for you to provide us with one month’s written notice and will work together to find an amicable solution to move forward.

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.

We 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 a good fit to work with Safe Landing Financial?

A: Here are some characteristics of the clients that we work best with:

  • We provide our expertise to professionals with advanced planning needs such as stock compensation and deferred compensation, planning cashflows and budgeting, managing around concentrated positions, and saving intentionally and aggressively for retirement on your terms.
  • Here are some characteristics that can help to determine if we are a good fit:
    • You understand that your investment recommendations are based on achieving your financial goals and not designed to “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.
    • You are looking for expert financial advice and ready to implement our recommendations.
Q5: 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.
Q6: 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.

Q7: 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, financial planning dashboard, and our secure document client vault.

SCHEDULE 30-MINUTE INTRODUCTION MEETING




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