Datapoint Financial Planning, LLC

Datapoint Financial Planning offers hourly financial advice to individuals, families, and small businesses. Our clients come from all walks of life with varying levels of wealth, income, and investment knowledge.

We do not manage assets, but we do provide specific investment advice that is tailored to your unique circumstances. We will partner with you on implementing your plan and investment strategy as much as you need while allowing you to maintain control of your investment accounts.

As a fee-only firm, we do not receive any compensation other than the hourly fees you pay us directly. We do not receive any kickbacks from other professionals or commissions from product purchases resulting from our recommendations. There are no hidden fees of any kind. You simply pay for the time you need, by the hour. We find that an hourly model is the most transparent and fair pricing model as it compensates for time spent working directly with you, the client, rather than a fee based on something arbitrary, like the size of your investment portfolio, your net worth, or your income. And there are no minimums. For instance, if your plan takes ten hours to complete, your bill is for ten hours, or if you just need 45 minutes on the phone to help you execute a backdoor Roth conversion, your bill will be for 45 minutes. It's just that simple.

Most of our clients work with us initially to complete a comprehensive financial plan touching on all areas of their personal finances, such as retirement planning, education planning, insurance, estate planning, and investments. Then they reach out when questions arise or circumstances change or for an annual review to make sure they remain on track to achieve their goals.

Visit https://datapointfinancialplanning.com/ to learn more and to schedule a free consultation.