Have a question? We’re here to answer it.
In any great partnership, trust starts with transparency. At Kickstand, we believe in giving clear, straightforward answers—no jargon, no runaround. This FAQ section is here to help you better understand who we are, how we work, and what you can expect from a relationship with us. Whether you’re just getting to know us or already working together, we hope you find these insights helpful.
1. What types of clients do you typically work with?
We work with successful professionals, retirees, business owners, and families planning for the future. Although our firm minimum is $500k in investable assets, we look for people who value thoughtful advice and want a long-term partnership. If you're getting close to our minimum and saving aggressively, give us a call.
2. How do you charge for your services?
We are a fee only firm. That means our compensation is based on a percentage of the assets that we manage—not commissions or product sales. This helps ensure our advice is always aligned with your best interest.
3. What does being a fiduciary mean?
As fiduciaries, we are legally and ethically obligated to act in your best interest. That means full transparency, no hidden agendas, and advice that’s based solely on what’s right for you.
4. What makes Kickstand different from other financial advisors?
In a word, we care. We take the time needed so that you're informed and confident in the decisions you're making. We pay close attention to how you think and what you value so our advice resonates. Most importantly, we're accessible. By keeping client to advisor ratios low, we're able to address your needs in a timely fashion.
5. How often will we meet or check in?
Most clients meet with us semi-annually or annually, but we tailor communication to your needs. You’ll also hear from us throughout the year for check-ins, planning updates, and timely advice.
6. Do I need to have everything organized before reaching out?
Not at all. Helping you get organized is part of what we do. We are here to support you through every step of your financial journey.
7. What happens during the first meeting?
It’s a relaxed, no-pressure conversation. We’ll get to know you, learn what’s important to you, and share a bit about how we work. There’s no obligation—it’s just a chance to see if we’re a good fit.
8. Can you work with my CPA, attorney, or other professionals?
Yes—we often collaborate with our clients' trusted professionals to ensure everything stays aligned. Whether it's tax planning, estate documents, or business matters, we believe good communication leads to better outcomes.
9. Is my information secure with you?
Yes. Protecting your privacy is a top priority. We use secure technology, encrypted communication tools, and best practices to safeguard your financial and personal information at all times.
10. Do you only work with clients locally?
Not at all. While many of our clients are in the region, we work with families across the country. With secure digital tools and video meetings, we’re able to provide the same level of service no matter where you live-or move to.
