Financial Counseling
Financial Counseling at Tadpole was created to help clients build a roadmap for their capital in a way that is accessible and not loaded with jargon, endless planning scenarios, and unnecessary complexity. It is meant to answer financial questions in real time, not to create an in-depth planning document (mostly because I feel those are unnecessary in the majority of cases).
Financial counseling sessions start with you - your questions, goals, stressors; anything that's on your mind. I come in as a copilot to help answer questions and analyze your situation. I bill hourly with no minimum commitment because I don't believe someone should have to have a large portfolio in order to receive financial advice.
Typical Financial Counseling Workflow
You book a call because something about your money has been on your mind
We meet, discuss your financial situation, get into the key questions that need to be answered
Analyze these questions, perhaps by building your personal income statement or balance sheet, looking at your portfolio allocation, combing through your debt structure, or using whatever other analytical tools are necessary
Talk through conclusions
with no minimum commitment; free for clients with >$100,000 invested