Frequently Asked Questions
Here are some of the common questions we are asked at Impact Financial Planners.
When can I retire?
We evaluate your situation, including: assets, income, expenses, risk tolerance, how long you want to work, expenses in retirement, social security, pensions, real estate, and others. To determine if you have a reasonable plan. We use MoneyGuidePro to conduct our evaluation.
How are you compensated?
Impact Financial Planners is a fee only financial planning firm. We do not receive commissions nor do we sell investment products. We are compensated only by out clients. You can see our scheudule of fees here.
What is the minimum amount you manage?
We do not have a minimum amount that we manage. Our minimum fee is $250 per quarter for ongoing clients. We can also work on an hourly basis. A senior finanancial advisor bills at $250/hour and a junior financial advisor at $150/hour.