An advisor who acts as a fiduciary is legally bound to always place the best interest of their clients ahead of their own. Our team has taken the fiduciary oath because we want your success to be at the heart of everything we do.

We have taken the fiduciary oath and act in a fee-only capacity. Additionally, we are an independently registered investment advisor firm. This means we aren’t associated with any brokerage firm, bank, or insurance company. Our firm is free from any conflicts of interest.

Yes! We work both with local clients and virtual clients across the country.

We work with people who in their mid-career phase of life who are busy, but know they need to get a handle on their finances. We also help people later on in their career as they navigate the transition to retirement. Check out our case studies for more information!

Our firm works with clients in two different capacities. First, we help to provide them with comprehensive financial plans that address:

• Cash flow
• Taxes
• Retirement planning
• Education savings
• Investment management
• Estate planning
• Insurance planning
• Charitable giving

The combination of all these factors makes up your financial life and helps you leverage your wealth in a way that supports your values and goals.

The second way is through investment management. We are able to set up your investment accounts in a way that is best suited to your values and your goals. This is done on an ongoing basis to provide you with the best possible outcome. Once we have determined your investment allocation and set up your accounts we give you an online portal to view your accounts, their holdings, and their performance. This portal also allows you to connect outside accounts such as your employer-sponsored retirement account (401K, 403B, etc.) so that you may see all of your investments in one place.

The main reason is that we put our client's interests above our own. Our commitment to this is documented in our fiduciary oath and our fee-only way of being compensated. I have experienced many aspects of the financial advisor world by working with life insurance companies, a large brand name investment firm, a brokerage firm, and a local fee-only fiduciary firm.

These experiences have shaped the processes of Booth Financial Planning so that we are providing the best possible service and expertise to our clients. Our clients tell us that once they come to understand this what stands out to them the most is our ability to match their personal values to their money. We are intentional and passionate about making sure we do this well for anyone that becomes a client of Booth Financial Planning. We say that we have a Relational Technical financial planning process.

At our core, this means that we align your values with your money. To learn more about our process click here.

We believe that each person is unique and deserves an experience with their advisor that exceeds their expectations. We also want to enjoy a professional relationship with our clients. We put a lot of time evaluating these things in our initial interaction. If you would like to start that process click here to schedule a call or meeting.

We believe in a relational-technical approach when it comes to financial planning. In short, we put our relationships with our clients first and leverage our technical expertise to work behind the scenes to create a custom, comprehensive, and effective financial plan and investment strategy for each client. We want all of our clients to know that their best interest is our number one priority.

We work to lay a foundation of trust early on in our client relationships so that our clients know that everything we do is in order to provide a sound financial plan for them. We also believe that a relational-technical approach should mean that our clients are never left in the dark. We want them to always know what’s going on, and be able to relate to their financial plan with a deep level of understanding.