Yes, our fee for accounting services is a deductible business expense.

Piece of Wealth Planning is a fee-only firm. This means that our only compensation comes from the services we provide to you. We do not get paid any commissions, kickbacks, “trails”, or referral fees. Clients are billed one-time and/or monthly depending on the service offering chosen. To learn more about our services and pricing, click here.

Piece of Wealth Planning is equipped to work with people all over the United States*. We primarily meet with clients via Video conference. Some meetings may be in person.

 *Some states may require registration before working with clients

No. One of the benefits of working with a fee-only financial planner is being able to get quality financial advice regardless of how much you have to invest or how much income you have. We believe that planning should be accessible to everyone, so we removed the barriers and offer hourly & ongoing annual services.

Small Business Owners, Creatives, Educators/Professors, Education Administrators, Medical Professionals, and Young Professionals. 

​​Piece of Wealth Planning clients are:

• Small business owners looking to create a more efficient and streamlined business
• Looking for guidance on all aspects of their financial picture, not just their investments or insurance
• Interested in a fee-only, fiduciary experience that does not include commissions 
• Desiring a long-term relationship with a financial planner
• Understand that planning is everlasting since life is constantly evolving and bringing new challenges

Piece of Wealth Planning clients do not:

• Take their life and financial goals lightly
• Time the market based on what’s new and popular
• Consider only investments as true “financial planning”

We have your best interest at heart and don’t take that lightly. We will always approach your financial goals as our own and will never try to sell you any products. We know your money is important to you, so we will always strive to do what is best for you. For more information on the CFP® Board’s Code of Ethics and Standards of Conduct click here.

Your money is held at a custodian bank, which is insured by the SIPC for up to $500,000 per account type and are protected against losses resulting from the failure of the broker-dealer. Please note, unlike FDIC insurance for banks, SIPC does not protect against losses due to normal swings in the market. Learn more here.

Click here to schedule a complimentary consultation.

Yes, we serve clients from all over the country via video conference. We are more than excited to accommodate your busy schedule.

We believe in passive investment management. We don’t believe that you can beat the market, but you can join it. We primarily invest in low cost diversified ETFs and mutual funds, based on your specific needs, goals, and risk tolerance. We believe in keeping your investment fees as low as possible, harvesting losses when applicable, and rebalancing when appropriate. We believe it is more important to focus on things that you can control, such as minimizing fees and taxes and utilizing compound interest to reach your financial goals.

We will meet at a minimum of four times during the first year. Then we will meet a minimum of two times annually based on client preference. We offer unlimited email support as well and we encourage our clients to reach out as their situation change or if they have questions. We will also send out newsletters throughout the year.

Yes, you will receive a customized financial plan. While the financial plan is important, it is certainly not where the most value lies. We believe the most value comes from our relationship and your ongoing access to us as we assist you with implementation.