Head to Toe Financial Planning
What Makes Head to Toe Unique?
No Asset Management Requirement (No "AUM" requirement)
We believe sound financial advice is crucial during the wealth building years. We have build our practice to support that. Because the families we work with are in their wealth building years, many of them may not have investments to manage yet or just prefer to manage their investments themselves. Others want us to do it all!
We Have Specialized Expertise
Because all our clients are high earning households in their wealth building years currently facing important financial decisions, we've aligned our planning expertise with the needs of our clients. Our process is best fit for those looking for a long-term relationship. We've found long-term relationships to offer better results for our clients. We want to be your first call when something exciting happens in your life and also when you are facing a big challenge.
We get asked all the time, "How much can I afford to spend on financial advice?" Our answer: Your financial planners should be 2.5% or less of your gross household income. For that reason, we may be a good fit for households earning $160,000 and above.