Broker Check

10 Pivotal Questions

At Playfair Planning, we believe in trust and transparency and strive to keep clients informed of our process and business practices. Here are a few frequently asked questions that we are happy to answer when speaking to prospects and clients alike. 

1.) What do you do?

We help people make wise choices about their money so they can accomplish their goals for reasons that are important to them.  I founded this comprehensive financial services business to help families totally and completely get their “financial house in order,” and to preserve it for the rest of their lives; in order to create the greatest probability they accomplish their goals and make the most intelligent choices about their money along the way.

2.) How do you deliver on your promise to clients?

Our job is to orchestrate the written plan we help every client create and hold everyone on your team accountable, including you, to ensure the greatest probability the plan unfolds as it should.  It starts at our first meeting with a simple conversation about what’s important to you.

3.) What type of clients do you serve best?

We have a small community of client families who mainly live within a ten-mile radius of our office.  Our ideal clients are financial delegators who are passionate about pursuing their goals.  The clients we serve best have in excess of $775,000 in financial assets.

4.) What keeps you in this business?

I’ve been helping affluent clients make smart choices about their money and accomplish their most important goals for almost 10 years.  Playfair Planning was started with a simple idea to help people create a comprehensive financial plan and then manage their money so they could do all the things they wanted and not worry about running out of money. Over the years, we have implemented far more comprehensive financial services for our clients. Empowering clients to make the most intelligent choices with their money, fulfilling their aspirations and seeing them experience genuine happiness and security in their lives is the most rewarding part of my job.

5.) How do you get paid?

We charge a single, simple fee which is a percentage for the assets under our management. Our minimum fee is $7,750 per year, so the clients we serve the best have combined financial assets exceeding $775,000.

6.) What do your clients get for what they pay you?

We provide ten services, which involves an annual checklist of 143 checkpoints we cycle through for each client.  We have a team of the best-in-class subject matter experts across every area of finance.  Every client receives these ten services as we have observed that clients who pursue their goals had a comprehensive checklist-driven annual process like this to ensure nothing falls through the cracks and that the plan is on-track.

7.) Why should I work with you?

Our process is focused on establishing whether there will be a good fit in working together.  If so, then we move forward in mutual agreement. If not, our process is designed to give you clarity about your financial situation. If we are not a fit, then we have added that value for you.

8.) What’s the process if I become a client?

Step 1: Schedule a complimentary consultation to get your Financial Road Map® created.

Step 2: Mutually agree if we are a good fit. We will then spend two weeks getting the first draft of your financial plan completed.

Step 3: Schedule our first meeting to begin implementing the elements of the plan that our team of best-in-class subject matter experts feels need the most attention.

Step 4: Meet periodically to review your goals and continue the Financial Road Map®.

9.) Why would I be a good client?

Let’s go through the profile & see if you think you meet the profile of the client that we serve the best.

10.) Why should I trust your firm?

Trust is both earned & given and is a requirement of any meaningful relationship.

We complete your Financial Road Map® in our initial meeting.  The highest purpose of that meeting is to determine if it will be a good fit for us to work together or not.  If after an hour, it seems as though things should move forward, it will be obvious to both of us.  If things are not going well, it will be obvious to both of us. This meeting is designed to determine if we can establish a relationship where we trust each other, and to decide if it is a good idea to begin moving forward together. 

  • Values
  • Goals
  • Financial Reality
  • Clarity
  • Simplicity
  • Office Ambiance
  • Team Interaction
  • Follow Up Letter