For every chapter of your life
Frequently asked questions
What’s the best way to get in touch if I have a question?
You can call or email us directly, and we aim to respond within one business day. If your question is time-sensitive, calling the office is the fastest way to reach us.
Do you coordinate with my CPA, attorney, or other professionals?
Yes. We’re happy to collaborate directly with your other professionals to ensure all parts of your financial life work together. Provide us with an introduction and we’ll take it from there.
What happens if my goals or priorities change?
When life changes, your plan should too. Update us on the particulars and we’ll adjust your plan accordingly.
Can we include my spouse or partner in the planning process?
Absolutely. Financial planning works best when everyone involved has a seat at the table. We encourage both partners to attend meetings and participate fully.
Do you offer one-time planning or ongoing support?
Yes to both. We offer one-time planning fees, ongoing financial planning fees, or ongoing support through assets under management (AUM). We’ll help you determine the best fit based on your situation and needs.
How do you charge for your services?
We offer transparent pricing based on the level of support you choose. This could be a flat fee for a one-time plan, a quarterly financial planning fee, or a percentage of assets under management. Full details are available on our ADV.
What is a fiduciary?
A fiduciary is someone who is legally and ethically obligated to act in your best interest. At Bookends, we take that responsibility seriously - every recommendation we make is designed to support your goals, not ours.