Comprehensive, unbiased financial planning you can trust
Specializing in Sustainable, Responsible, Impact Investing
Financial Planning Process
2. Team meeting
During this one-hour meeting, our team will get clear on your financial goals, needs, and concerns.
We will also describe our process, experience and expertise.
3. Think about it
We will follow-up to determine how you would like to move forward.
If you decide that we aren’t a good fit to work together, that’s fine. We will wish you the best. There is never a hard-sell or pressure to work with us.
4. Get started!
We will be truly honored to work with you. We will answer any questions you have.
Prior to this meeting, we will send you a list of materials that we will need from you.
Contact us at firstname.lastname@example.org
How does AIO Financial make money?
Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. AIO Financial does not receive any commissions or sell any products. We are only compensated by our clients.
Do you work on an hourly basis or on one-time projects?
We provide the most value to people through long-term relationships.
What is your minimum fee?
$500 is our minimum quarterly fee. You can see our fees on our Fee Page.
Why work with AIO Financial?
We have over 60 combined years of experience to help you with any issue you’re working on.
We are comprehensive advisors looking at all financial issues. We work to lower your tax bill, invest smarter, and create a retirement income stream.
We invest in the latest financial software to make financial planning clear and accurate.
We can help you invest in-line with your values. For example, if you don’t want to support the fossil fuel industry, we can help.
AIO challenges the status quo of the financial planning business by working on a fee-only basis, providing comprehensive planning services and using the best-in-industry technology.
- We are compensated only by our clients instead of selling products and receiving commissions like other advisors. This allows us to be unbiased and true fiduciaries which means we only act in the best interest of our client.
- We create and manage a complete plan for our clients by planning for every financial area including detailed retirement planning, tax planning, estate planning, insurance and more. Because of this, our clients are able to trust us in protecting all of their financial goals.
- We use the latest software to provide the best experience and planning projections possible for our clients.