What is a Whistle Stop, anyway?
A whistle stop is a station where buses or trains stop only on request; that is, only if there are passengers or freight to be picked up or dropped off. This way, stops with low passenger counts can be incorporated into a route without introducing unnecessary delay.
We’re here as that whistle stop for those of you seeking comprehensive financial advice and planning without the unnecessary complications and cost of a traditional financial advisor relationship.
Does the following describe you?
- Don’t like complex or non-transparent compensation structures based on commissions or assets under management
- Don’t want to hand over control of your assets, and
- Don’t want an ongoing obligation to engage and pay for your financial advisor indefinitely
If you answered yes to any of these, you’re going to like working with us!
What we do
We help you create a plan around your
- Investments
- Savings
- Taxes
- Cash
- Safety nets
- Estate planning
- Retirement income
How we work with you
We meet with you virtually as necessary and, in between meetings, we securely exchange information and data as needed. At the end, you’ll have an actionable list ready to implement. We’ll help confirm accuracy as needed.
How we get paid
We offer our services for an hourly fee. We only charge this fee on the time we spend together, not on the time we spend on your plan behind the scenes. We strongly believe there should be no black box mystery around our work. You’ll see our thought process, and gain insight and education from it, on the time you pay for: our face to face time.
Once our plan is done, what next?
There is no obligation for a minimum number of hours or engagement frequency. We will meet with you if and when it makes sense to you. Between engagements, our lines of conversation remain open at no cost to you, so that we can pick up at any time, right where we left off.
What if I don’t like to do everything by myself?
If you prefer to have us do some of the investment account-related implementation, we offer convenience through discretionary passive investment, funding, and tax location management for an industry-leading low asset-based fee.