Common Questions

Still wondering if you should reach out? Here are a few questions we feel might help you understand if we are a potential match.

What does your financial plan do for me? How is it different?

Your financial plan supports your goals and creates a financial roadmap for the future.

We are Financial Planners; but we are also Portfolio Managers. We actively manage your investments and adjust portfolios throughout the year. Your financial portfolio is not set and forget it.

We provide ongoing guidance and oversight to help keep you on track. We focus not only on creating the roadmap, but also on maintaining the engine behind it, ensuring your financial journey is as smooth and efficient as possible.

Our approach combines long-term planning with hands on investment management, giving you confidence, clarity, and a trusted team to guide you through every stage of your life.

What makes a good fit to be your client?

A good fit to work with us is someone who values planning for their future and wants guidance in making confident financial decisions. We work best with individuals and families who are looking to build long term financial security and are open to creating a strategy tailored to their goals.

This can include young professionals just starting their careers, business owners and families who have accumulated wealth they would like to protect and invest wisely.

What makes our relationships successful is trust, communication, and a shared commitment to building a strong financial future. We understand that managing money can feel overwhelming, and many people worry about whether they are making the right decisions with their savings. At the end of the day, a great client fit is someone who is interested in investing in their future and values having a trusted team to help guide them through every stage of life. We are here to make your money work for you while helping you feel confident and supported along the way.

How much will it cost for me to meet with you? And how do you get paid?

Your first meeting with us is completely complimentary. It is an opportunity for us to get to know you, your goals, and your life and to see how BlueSky Financial Planning can best support you. There is no pressure, just a conversation over coffee.

If collectively, we feel we are a good match for you, and you’re a good match for us, then we will work through our fee structure. At BlueSky, we are fee-based advisors, meaning our fees are based on the assets we manage for you. Our fee starts at 1.1% and decreases as your assets increase.

One of the unique benefits we offer is householding assets. This allows family members to combine household asset values for lower fee qualification purposes.

Feel free to give us a call if you have any further questions regarding your financial future.