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FAQS
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The Upbeat Wealth financial planning process is personal, purposeful and contextual. We start by getting acquainted and understanding your goals, dreams and personal perspectives about money, working together to establish clarity around your financial situation and your idea of success, financial and otherwise. We connect, listen and learn about your needs and get you thinking about your potential and your future. We keep it upbeat and exciting! There’s work involved for us all, but we want you inspired and engaged in the process and welcome your questions, concerns and financial challenges. Visit our services page for a more detailed accounting of the process or contact us for a complimentary consultation.
Our initial planning process is typically four (4) meetings, all lasting around 90-minutes and ordinarily spanning a few months. After the initial financial planning process is complete, we hold three (3) regular meetings throughout the year focused on specific topics.
The financial planning process is as dynamic as your life, so of course we are available to meet with you as necessary for advice on critical financial decisions as things come up or as you mull perspective changes. As your financial partner, we take a proactive approach toward reaching out to you as opportunities arise or when tasks require attention. Check out our services page for more details about the initial financial planning process and how we keep momentum on an ongoing basis.
If you’re considering working with a financial planner, you may be feeling disorganized, overwhelmed, or uncertain about your finances - and that is okay! Using our process, we’ll help you take charge of your finances at a pace that makes sense for your busy life. If you have the willingness to achieve something more with your finances, you’re certainly ready to get started! However, we know our service model + fee structure may not be the best fit for everybody so we aim to be as transparent as possible about what our financial planning process costs and entails. We know this is a big decision so please do your due diligence in finding the right partner for your situation.
We are fee-only financial planners and are compensated for our time and financial planning expertise as we plan or manage your investments. Our comprehensive planning fees, including investment management, are detailed on our services page. What you can expect for your money is a trusted financial guide, comprehensive, contextual planning advice, and a supported financial plan tailored to your specific needs, aims, desires, and goals. We’re partners in your planning and success and, as our client, we’re available to you through all of life’s most critical decisions and meaningful moments. You’ll get peace of mind, financial clarity, and the freedom to explore and engage with what you really love instead of worrying about your finances or investments.
As fee-only financial planners, we’re paid directly for our services and expertise. We provide a clear and transparent fee structure for services, and we never earn commissions, kickbacks, or compensation for any of the strategies we employ or recommend. As fiduciaries, we always work in your best interest and are obliged to remain unbiased in our approach.
A fee-only financial planner is a professional advisor who is compensated directly by clients for services rendered, such as budgeting and financial or retirement planning. This structure helps to reduce conflicts of interests so that you don’t have to second guess whether our recommendations are in your best interest. Fee-only financial planners do not earn commissions, kickbacks, or other compensation for services. We collect payment, at an established rate, for financial planning services as well as a percentage of assets under management (AUM) if we are directly managing your investments.
A CFP® professional is a financial planner certificant who provides financial planning advice to individuals including budgeting, investing, retirement planning, estate planning and tax law. CFP® professionals meet rigorous education, training and ethical standards, and are obligated to serve their clients' best interests today to prepare them for a more financially secure tomorrow. The Upbeat Wealth team is dedicated to the financial well-being of our clients and have all completed the rigorous education and certification requirements to be CERTIFIED FINANCIAL PLANNER® professionals. You are welcome to visit the CFP board website to verify our professional credentials or call us for more details on our backgrounds and education.
As CERTIFIED FINANCIAL PLANNER® professionals, fiduciaries and investment managers, we support your unique vision of a financial future with disciplined, cost-effective investment strategies. Our goal is not to beat the market. Rather, we aim to build an investment strategy that directly supports your individual goals for the future.
Absolutely not! We work with clients across the country. Households are under no expectation to meet in person. However, we can arrange in-person meetings in New Orleans or Los Angeles.