How to Know If You're a Good Fit

A clear, honest guide for prospective clients, including the cases where someone else would serve you better.

Choosing a financial planner is a meaningful decision. My goal is to make it easy to understand whether High Touch Financial Planning is the right fit for your needs, your goals, and your expectations. This guide outlines the clients who benefit most from my approach, and the situations where another type of advisor would be a better match.

You're Likely a Great Fit If

You want a long-term relationship, not a one-time plan

My work is ongoing, month to month, and focused on helping you make better decisions year after year. If you value consistent guidance, accountability, and a structured process, you'll fit right in.

You care about tax-efficient planning

As both a CFP^® and an Enrolled Agent, I integrate tax strategy into nearly every recommendation. If you want proactive tax planning rather than just tax prep, you'll benefit from the way I work.

You prefer clarity, structure, and a defined process

Clients who appreciate step-by-step workflows, clear timelines, and organized communication tend to thrive here. You'll always know what we're working on and why.

You want advice that's independent

I don't sell products, earn commissions, or charge based on assets. If you want advice aligned with your best interests rather than tied to investment sales, this model is built for you.

You're comfortable with a straightforward, transparent fee

My flat monthly fee is simple, predictable, and designed to scale with your life, not your portfolio. If you prefer transparency over complexity, this structure will feel refreshing.

You're ready to take action

You don't need to have everything figured out. But you should be ready to make progress, follow recommendations, and engage in a collaborative process.

You May Not Be a Fit If

Being straight about this saves us both a meeting. If any of these describe what you are looking for, I will happily point you toward someone better suited.

You're looking for investment-only help

I do manage investments, but it isn't the primary reason to work with me. The real value comes from ongoing planning, tax strategy, and better decisions year round.

You want tax preparation only

I don't file tax returns. My tax planning is about making better decisions before the return is filed. If you only need someone to prepare or submit your taxes, another professional is a better fit.

You prefer a hands-off relationship

My process is collaborative. If you want someone to take over everything without your involvement, this model may not be ideal.

You're seeking the lowest-cost option

In some cases my flat fee costs less than a traditional AUM advisor. In others it costs more. Cost shouldn't be the main reason to work with me. The people who get the most value prioritize proactive planning, tax strategy, and ongoing guidance.

What You Can Expect If We're a Good Fit

A structured 60-day onboarding

You'll know exactly what we're doing, when we're doing it, and what decisions we're making together.

Consistent communication

You'll have access to me when you need clarity, reassurance, or guidance, without waiting for a quarterly meeting.

Tax-efficient, planning-first advice

The goal is to reduce complexity, improve decision making, and optimize your financial life.

Month-to-month flexibility

No long-term contracts. No surprises. Just ongoing value.

If this sounds like you, the next step is simple. Book a 30-minute Mutual Fit Meeting and we will confirm fit and walk through what your first 60 days would look like.

Schedule a Meeting