1. I want service from objective financial professionals who aren’t paid on commission.
Executive Planning is a fee-based, fiduciary advisory firm, meaning we put your interests first. All our team members are paid a salary, so there’s absolutely no incentive to push any products.
2. I want someone who helps me plan for the future, then helps me make sure I stay on track.
There’s a lot of distance between a plan and making it happen. We’re here to help you stay accountable to your own dreams!
3. I want access to Proprietary Dimensional Funds
Executive Planning Portfolios are constructed solely of Dimensional Funds, which are not available to retail investors. We believe Dimensional funds offer the best value proposition in the fund industry.
4. I want to really understand my finances and not just listen to an advisor talk at me with “Wall Street” jargon
Some advisors prefer clients not ask questions. Not at Executive Planning. Instead, we know that engaged, interested clients are the ones most likely to achieve their goals. We’re here to help you understand your money so you can achieve what you dream about.
5. I want my investment to be turnkey so I don’t have to worry about them.
Executive Planning Portfolios are simple to use. Once you are invested with us, we take care of portfolio monitoring, fund selection, trading, and ongoing re-balancing. You can have confidence that your portfolio will continue to adjust to market fluctuations so that it consistently targets your chosen investment objective.
6. I want to be able to track my investment where ever I am, whenever I want.
You will always have access to your investments 24/7 via our online portal or phone app, so take that trip and enjoy your life. Login in wherever your life takes you.
We Focus On More Than Just Your Investments. We Help You: