FAQs

Do I even need a financial plan? When should I have one? Do I have enough money to need one? Yes! Many people think that they need substantial resources before a financial plan is needed, but this is not the case. No matter what your situation is, a financial plan can be instrumental in helping you in meeting your goals - paying down debt, building wealth, creating an emergency fund.  

How do I start? Whether it be financial planning, investment management or a company retirement plan that you want to discuss, we encourage you to reach out and schedule a meeting. Once we sit down and discuss, we can figure out where to go from there. A great first step is always familiarizing yourself with where you already are and checking in on any goals you may have for the future! Another place to start is to attend one of our upcoming events.

What can I expect? No matter what services are of interest, you can always expect transparency, communication and a personalized approach. We will consider your current circumstances, personal values and future goals before formulating a proposal. For more detailed information, check out our What We Do page or contact us.

Is this right for me? Alexis Advisors loves working with curious people, particularly those who are interested in where their money is going and the impact is can have on our community and the planet as whole. We aim to offer you an informed, involved, inspired approach to meeting your financial goals. We aren’t the right fit for everyone, however. check out our Why We Do It page and see if our values align with yours.

Are you a fiduciary? Yes! We are proud to be able to offer our clients this level of commitment and take our fiduciary responsibilities seriously. This also aligns well with our company values of trust, transparency and communication.

Can you help me with my company 401(k) plan? Absolutely! Your 401(k) plan may be where most of your money is invested. We can make invests on your behalf or we can guide you on allocations.

How does billing work? Financial planning is billed on an hourly basis, with the total number of hours depending on the complexity of the plan. Investment management fees are billed quarterly and are based on a percentage of assets managed. Depending on assets managed, financial planning services may be included in your advisory fees.

What if I’m not sure I can afford financial planning? We like to consider creating your financial plan as an investment in your financial future. To make these services accessible, we offer installment payment plans. And if you feel like you just can’t afford it, we allocate a chunk of hours towards pro bono financial planning every year. Whatever your situation, we encourage you to reach out.

How do I learn more about investing? What about charitable giving, or having important money conversations? For a general overview, we encourage you to check out or resources page (link) where we have compiled some helpful tools to get you started on a variety of topics. And we are always striving to educate those who come in and meet with us, so give us a call! 


Resources

Financial Planning

Investing

Teaching Kids About Money

  • Try these activities and conversation starters from the Consumer Financial Protection Bureau to engage your kids along each of the three building blocks of financial development.

  • Check out our post on tips for good financial parenting.

Impact Investing

Paying for College

  • Get a rough idea of your Expected Family Contribution (EFC), which determines how much financial aid your child is eligible for, using the FAFSA4caster from the Department of Education.

  • How much should you be putting into a 529 account? Use this calculator to help figure out a monthly contribution according to forecasted tuition rates and your college savings goal.

  • Check out our blog post on using 529 accounts in your college saving strategy.

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