Why Choose Us?
We understand that you are looking for a coach, not a salesman. You could go to any bank, credit union, or place where they solicit financial products and be sold something. Are these really the best people and businesses to handle the financial assets you have worked so hard for?
We pride ourselves on professionalism. All of us at Firma Financial Planning are fiduciaries for our clients first and foremost. We have educational degrees in Finance and Economics as well as advanced CERTIFIED FINANCIAL PLANNER™ designations. We are not here to sell you a product. Finance is our profession as well as our passion.
We have a process to help you become an educated consumer. You will leave the experience feeling more knowledgeable than you when you arrived. We believe this is where we begin to separate ourselves from the other ‘transactional’ type of advisors. We are analysts and educators. Once people meet with us and feel that experience, it gives them the confidence to move forward with their plan. We often say around our office that being someone’s go-to resource for their life savings is of the highest honor.
We have a high degree of confidence in our platform. We believe it encompasses our core beliefs of maintaining liquidity, risk efficient rate of returns, cost efficiency, and transparency. Our firm operates on a fee-only agreement with our clients. We trust that the overall cost structure associated with our portfolios compares quite favorably to our competition.
Our wrap-fee account structure aligns our goals. We both want the account to grow and you will not get a call from us recommending a change in allocation unless we firmly believe this is a needed and helpful change. Our clients feel an added layer of confidence in working with us.
We are eager and excited to meet you and show you what we can do. If you believe you would benefit from a more formal introduction, we are glad to be available. We look forward to the opportunity!
Thomas VanDoorne Jr., CFP®
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