Frequently Asked Questions

Awesome! The first step is to book a free consultation to give you a chance to learn more about us and our services and for us to learn more about your goals and objectives.

You can book your free consultation here:

• Free Introductory Meeting With Caleb

We have varying meeting schedules depending on the services you enroll in.

For example, under our One-Time Financial Planning model, the planning process will be executed over the course of several meetings.

If you enroll in our Ongoing Financial Planning services or our Investment Management services, there will be a series of up-front meetings initially and then periodic meetings throughout the year thereafter.

Typically, our clients enrolled in our Ongoing Financial Planning or Investment Management service meet with us a minimum of 2X per year (but have the option to meet with us more regularly if needed). Additionally, we are available for ongoing phone and email support as needed.

You can learn about all of our services and how often we’ll meet here.

Yes, we do! Our first meeting will be a “get to know you” meeting and is is free of charge.

You can book your free meeting here.

In this meeting we’ll determine the financial planning pain points you have and help you determine what the right services are moving forward.

If we’re not a good fit to work together, we’ll provide you with resources to help solve your questions (either on your own or through engaging with of another professional).

Under the fiduciary standard, advisors are legally sworn and obligated to always place the best interest of their client ahead of their own. They must disclose any conflicts of interest, and clearly define how they are paid.

All financial planners at Advanced Practice Planning, LLC are fiduciaries.

You can learn more about what it means to be a fiduciary in the CERTIFIED FINANCIAL ADVISOR™ Code of Ethics and Standards of Conduct.

In short, no we don’t sell any investment or insurance products.

Advanced Practice Planning, LLC is a “fee-only” financial planning firm which means the only compensation we receive is from the clients who pay us directly for our services.

That being said, we can help you evaluate if is a need for these types of products and provide resources to help you obtain them on your own or connect you with another professional in our network to help (we don’t receive any commissions if we recommend you work with another professional).

If you have existing contracts/policies, we do review these as part of our planning process to help you determine if they are still appropriate or if you need to cancel or replace them.

We work with clients throughout the country using virtual meetings, conference calls, e-mails, secure file transfer, and an integrated suite of client service and financial software. You don’t need to be local to partner with our firm.

Of course we are happy to meet face to face if you are nearby, and we can travel to meet with you.

Of course! While working with Advanced Practice Providers is our specialty, we do have clients in various fields such as education, corporate finance, legal professionals, sales professionals, and more.

Ultimately it comes down to your planning needs and objectives when determining if we’re a good fit to work together.