See How We Can Help You Get More Out of Retirement
Our simple 3-step process will help you evaluate One Degree Advisors to make an informed decision about working together.
Start by scheduling a 20 minute call with a CFP® below.
Is One Degree right for me?
Our clients desire to improve their financial and family life. They appreciate collaboration and professional expertise. They’re often business owners, successful professionals, high earners, and/or accomplished savers. While they may retire from a career, they continue pursuing purpose and fulfillment.One Degree Advisors may be a good fit for you if you value:
- a trusted relationship and professional expertise
- delegating financial management to free you up
- guidance through a life transition
- transferring wisdom before wealth to the next generation
- integrating biblical principles into your decision-making
- leveraging money as a tool to accomplish your goals and make an impact
Listen
We learn about your family,
priorities and values.
During this brief call we answer your initial questions to determine if One Degree can provide solutions. If we cannot help, we will try to provide resources you may find beneficial.
Before you pay us a dollar, we discuss initial ideas and strategies to address your objectives. Our focus is on your top planning priorities. After our meeting, we outline a fee schedule.
After reviewing our ideas and fee schedule we answer all your remaining questions. Whether or not you choose to work with One Degree, our goal is to help you feel confident with your decision.
Plan
We develop a plan and help
you put it in motion.
With additional documents and information received, we meet to dig deeper into your values, priorities, and ideal future. Your vision becomes the foundation upon which your personal plan is developed.
This is where your financial and investment plan come to life. Your advisor presents projections and strategies to help you reduce taxes, invest wisely, address your priorities, and how to implement recommendations.
Guide
We monitor the plan and
adjust as your life changes.
Financial planning is not a one-time event but rather a dynamic process to adapt as life changes. Investment strategies are coordinated with your financial plan. We provide guidance through regular meetings and communications to help you cut through the noise and make confident financial decisions!
Frequently Asked Questions
As CFP® professionals, we are held to the fiduciary standard for financial planning and investment management. This is the highest standard of client care and means we place the interest of our clients ahead of our own. For more information on the fiduciary standard, you can visit the CFP Board website.
When selecting a financial planner, how do you know you have chosen someone who is qualified, competent, and will ethically help you plan your future?
Most people think that all financial planners are ‘certified,’ but this is not the case. Only those who meet strict education, examination, experience, and ethical requirements are allowed to use the CFP® certification marks. You can have added confidence the person you choose to help you plan your future is qualified if you choose a CFP® professional.
While headquartered in Southern California, we work with clients all across the country. Every client enjoys the same quality experience by leveraging technology. Phone and video conferences, computer screen sharing, and secure online document storage allow for a seamless experience. We utilize state of the art planning software that allows our clients to see plan projections and the effects of various scenarios to guide confident decision-making wherever they may live.
Our transparent fee includes ongoing retirement and tax planning + tax-smart management of all investment accounts. The fee is calculated based on a percentage of the total value of the investments we oversee and manage.
Our Compass System will demonstrate the benefits you will receive so you can make an informed decision about hiring our firm.
Charles Schwab & Co., Inc. serves as the primary custodian for our clients’ accounts. They are an independent third-party responsible for the safekeeping of your investable assets. Charles Schwab administers more than $7.65 trillion in assets [3]. As custodian, Charles Schwab holds
your funds and provides reporting to you and the IRS. Your accounts can be viewed at any time at
https://client.schwab.com/.
3] Total client assets and brokerage accounts based on combined data for Schwab and TD Ameritrade as of May 31, 2023, using company reports.
Yes! Our goal is to help our clients’ family thrive. We have a platform called Ignite to help them build for the future.
What are the benefits of working with One Degree?
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