Usually 20 mins or so, just to get to know each other a little. If we are a match, we move forward to the next meeting. If not, we send you on your way with some helpful resources.
Professional, personable, and wise… listens to our needs, provides individualized guidance, and is gracious to answer all of our questions.
– Jennifer V.
Received the most comprehensive financial plan that I have ever seen, which provides clarity on where we stand and what actions we need to take.
– Alex T.
Stays abreast of the latest trends, takes our risk aversion into consideration… meets with us at least twice a year to make sure we are on track with our retirement planning.
Testimonials displayed on this site have been selected from a range of client feedback. They have been abbreviated for clarity and length, but the core messaging and sentiment have been preserved. No clients were compensated for their testimonials, and to our knowledge, no material conflicts of interest exist related to the feedback provided. You can view the full, unedited reviews on our Google Reviews page.
Disclosure
Asset under management as of 1/1/2025. One Degree Advisors was formed in 2001. Client retention is internally calculated and measured each year.
