Is FLF Right for You?
Finding the right advisor is the first step in taking control of your finances. Here’s a quick assessment to see if Ryan is a good fit for you.
Working together could be a good fit if:
Your finances feel disorganized or overwhelming and could use some attention.
You want a financial partner to help you build a plan, not just a list of recommendations.
You want a clear system to see where your money is going and feel confident about where you're headed.
You're willing to share your full financial picture and be involved in the process.
You want advice that looks at your whole financial life—spending, saving investments and more.
You see value in an ongoing financial planning relationship, starting at $6000/year.
If this sounds like what you’re looking for, the next step is to complete FLF’s Client Intake Form and set up your introductory meeting with Ryan.
Working together is probably not a fit if:
You’re looking for help with one specific financial question or project rather than comprehensive ongoing planning.
You’re not open to making changes to how your finances are organized and aligning with the system I use.
You’re primarily looking for investment advice or stock recommendations, not your broader financial plan.
You’re looking for someone to manage your business finances or investment properties.
If these feel more like the services you’re looking for, another advisor most likely would be a better fit for you. Here’s a few resources where you can search for an advisor tailored more closely to your specific needs.
CFP Board | XY Planning Network | National Association of Personal Financial Advisors
If you still think Ryan might be right for your financial needs, please complete the Client Intake Form.
You’re not comfortable sharing your full financial picture.
You share finances with a partner who doesn’t want to participate.