How We’re Different!
We Are Enthusiastically Different From Most Other Financial Advisers!
In a nutshell, here’s how …
- Fee-Only - we don’t sell products so we can be rigorously objective with our advice
- Credentialed - you deserve nothing less than the expertise of a CFP® practitioner
- Hourly, As-Needed - we impose no income, net worth of asset minimums on clients
- Competitive Hourly Fee - currently $105/hour (how’s that for transparency!)
- Personalized Service - we listen to your needs and deliver tailored solutions
Read on if you wish to know more about why these differences matter to you!
Apropos is a fee-only financial planning and advisory firm, which means we receive our compensation solely from our clients. This means we don’t sell investment or insurance products, we don’t accept referral fees of any kind and we take our legal responsibility to put your interests first very seriously!
Kay Conheady is a CERTIFIED FINANCIAL PLANNER™ practitioner meaning she has met rigorous educational, testing, experience and ethical criteria and keeps her knowledge up-to-date by earning 30 hours of continuing education credits bi-annually. You can be sure she knows what the issues are and is poised to recognize your opportunities to save money, invest intelligently and turn goals into realities. Don’t settle for less than CFP® expertise!
Apropos offers its services on an hourly, as-needed basis. We want to be accessible to all and toward this end we don’t screen our client’s for income, net worth or asset minimums. In the initial, complimentary, Get Acquainted meeting we will explore your need for our services and build a consensus about what issues you need to address and therefore which of our various services you will benefit from. Of course, we are also fully prepared to help you take a comprehensive look at your financial situation.
We seek to ensure that our fees are highly competitive. And we provide a guaranteed fee estimate in advance of all planning engagements.
Finally, in order to further distinguish ourselves from our competition, we tailor our advice and deliverables 100% to your unique circumstances. Please use the “Our FP Services” drop-down menu above to learn more about each of our distinct services, including the benefits of each to you!
When you put all these factors together, you may get the sense that there are few advisers like us out there. Indeed, there are very few!
After getting a better sense of the services we offer and how you will benefit from them, please call soon to schedule a complimentary one hour “Get Acquainted” meeting in which we can get to know each other better and explore your specific needs.