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FEE-ONLY FINANCIAL PLANNING 

CONTACT US

Investment Management 
Inquiry

Looking for Hourly Planning? Click Here →

To help our team determine whether our Investment Management services may be a good fit, we’d love to learn a little more about you.

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Please fill out this form, and our team will carefully review your submission to let you know if we are able to work together.

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If so, we'll reach out to schedule an introductory conversation.

*Please note: we are only able to work with people who reside in the U.S.

Have you worked with a planner or advisor before?
Yes
No
How do you have your taxes prepared?
I work with a professional
I prepare them myself
We are a digital + virtual-only firm. Are you comfortable and able to manage Zoom meetings, electronic files, signatures, etc.?
Yes
No
Were you referred to us?
No
Yes
We have an annual minimum fee of $12,000 for investment management services. It is generally appropriate for folks who have $1M+ of investable assets outside of their current workplace retirement plan. Does that align with your situation?
Yes
No
Sort of (please explain)

hourly planning

We do not currently offer Hourly Planning for new clients.

 

If you are looking for planning by the hour, we can suggest looking for an advisor via:

Nectarine →

Xy planning network→

Napfa→

Garrett network→

afcpe→

contact us

You can reach us via:

Phone:  978–572–2071

Email:  info@saltboxfinancial.co

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