Frequently asked questions

Answered
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The Basics

We look at your full financial picture: cash flow, taxes, savings, retirement, investments, insurance, and future goals. Financial planning helps you make organized, informed decisions in each of these areas.

Investment management focuses on how your money is invested to support your plan. We create a personalized, evidence-based strategy and monitor it over time so you can stay on track. Learn More Here.

Yes! While our office is located in the Philadelphia area, we work with clients nationwide. This allows us to support busy families and professionals no matter where they live.

Most clients have at least $400,000 in investable assets and can meet our annual planning fee. This helps us provide the level of ongoing support, guidance, and structure our process is designed for. If you’re unsure where you fit, you can learn more about our fees on our services page, here.

Yes. As a fiduciary and fee-only advisor, I am required to put your interests first at all times. I don’t sell products or get paid by anyone other than my clients.

Being fee-only means you receive objective advice that’s based on your goals, not on sales incentives. Being a fiduciary means I’m legally and ethically obligated to recommend what’s truly best for you.

If you want clear guidance, steady support, and a simple financial plan that reduces stress, we may be a good match. Our clients value organized decision-making, long-term thinking, and a partner who helps them stay prepared. A consultation is the best way to see if our approach feels right for you. Book one here.

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The Prep

Investment management is a service that helps move your overall financial plan forward. With this service, we help you decide how to invest your money in a way that supports your long-term goals. This includes choosing the right mix of investments, monitoring your portfolio, and adjusting as life changes.

Many advisors focus on products or performance. Our approach is different because we focus on your entire financial life and how each decision fits together. We break complex topics into clear steps, help you understand your options, and guide you with an organized process- we like to call it The Method.

After our introductory call and scope outline, we dive into the planning part of the process. You can typically expect to implement your plan in about 1 quarter. Then, we can continue with ongoing services to support your goals. To view our full process, head over here.

So glad you asked! Our initial call is all about getting to know you. Your needs, struggles, and overall big picture vision. Of course, answering your questions is a top priority as well, so bring those with you. If you’re not sure what to ask, we have a simple checklist you can download here.

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The Details

Yes. We help you understand your options, choose a savings approach, and plan for future education costs in a way that fits your overall financial goals.

Absolutely. We review your existing accounts, explain your choices in simple terms, and help you consolidate or roll over when it makes sense. The goal is to make your retirement picture clearer and easier to manage.

We offer tax-aware financial planning and will work closely with your CPA to make sure your strategy is aligned across the board. Our goal is to help you make decisions that support both your financial plan and your tax situation.

Investment management is offered alongside financial planning. Your financial plan guides your investment strategy, and we manage your portfolio based on your goals, risk level, and timeline.

Have a few questions we haven’t covered yet?

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Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.

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Founder Katie Burke, CFP®

Here to simplify your financial life

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