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faqs

I am paid directly by you, my client. Period. I don’t sell products or receive compensation from any other sources that could create a conflict of interest.

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 money you have to invest. Please see my services page for pricing.

This is an introductory meeting to discuss what you’re looking for, how my process works, and explore whether my services will be a good fit for your needs. Initial consultations are free and confidential.

Absolutely. KDFP is a location-independent firm. I work with clients in many parts of the US.

No. While it’s important to incorporate legal agreements into your financial plan, prenuptial agreements aren’t the right choice for everyone. I work with couples and individuals in many different situations. Please feel free to reach out if you have any questions about whether or not I can help you.

If you are a client and you and your partner decide to split, I’m still here for you but my dedication to communicate with both of you will remain as long as you’re married. In the event this creates a conflict of interest, I can help each of you find a planner who will be able to advocate for your best interests during the divorce process.
If you are not yet a client and are going through a divorce, I may not be the best fit for your needs but I am happy to have a conversation to see if my services are right for you.

You do. I do not sell your personal information or use vendors who do.

All KDFP employees and contractors use secure file share software to share sensitive information rather than relying on email encryption alone. We use web-based software applications and elect multi-factor authentication and app-based authentication where available. In accordance with Schwab requirements, no KDFP employee can access accounts or money movement capabilities without Symantec VIP Two Factor Authentication.