Got questions?
Apply for a free Financial Health Cycle Snapshot call with our team to get all your questions answered.
Book a Call
Frequently
Asked Questions
Which types of clients benefit most from your services and approach?
Families and individuals who benefit most from our services are those seeking thoughtful, comprehensive guidance around retirement planning, investment management, estate and legacy planning, tax strategy, and the use of DFA funds. We work best with people who value financial freedom and want their wealth to support a life of deeper purpose and personal significance.
Our process begins with your goals and vision, then we lead the execution of a coordinated financial plan covering cash flow, insurance, taxes, workplace benefits, education planning, and investments. Founded on the belief that true success comes from balance, F5 Financial Planning helps clients create harmony across the Five Fs—Faith, Friends, Family, Fitness, and Finance.
How are your fees structured, and what can I expect to pay?
Our fees are structured and fully transparent to help clients clearly understand how we are compensated and what to expect before engaging with us. In addition to our ongoing planning and investment services, we offer a One-Time-Only financial plan for a flat fee for clients who prefer a focused, standalone engagement. For those who need targeted advice or flexibility, we also provide hourly planning services.
What minimum asset level, if any, is required to become a client?
We have a minimum asset level of $1,000,000.
Is financial planning available on an hourly or project basis?
We offer multiple service packages designed to meet clients where they are, including an hourly planning option, a One-Time-Only financial plan, and two comprehensive financial planning packages. Each option is structured to provide clarity, flexibility, and the appropriate level of ongoing support based on your needs and goals.
Where are you located and do you work with clients in-person, remotely, or both?
We are very flexible in how we meet with clients and offer both in-person and virtual meetings via secure video calls. In-person meetings are available at our offices in Naperville, Illinois; Venice, Florida; and McDonough, Georgia, based on client preference and availability. This flexibility allows us to work effectively with clients locally and nationwide while maintaining a highly personal planning experience.
Do you offer an initial consultation to determine whether we’re a good fit?
We begin with a brief online questionnaire to determine whether our services are a good fit for your needs and goals. If there is alignment, we the provide a meeting with an advisor and a complimentary FHC Snapshot.
