What to Expect
As a client of Tandem, you can expect personal conversations about your life and finances. We’ll talk about how you’ve established your financial habits so far, where you’d like to be and why, and together we’ll outline a plan that works for you. We always start with "Why" before we get to "How" because the way you make decisions, the things you value, and how you feel about money are uniquely your own. There is no cookie-cutter solution that's right for everyone.
Tandem offers financial planning services three ways:
Answers-As-Needed - Single engagement, modular financial planning to fit your immediate needs.
Financial Coaching - Ongoing goal-setting and accountability.
Financial Guidance - Ongoing comprehensive planning and detailed analysis.
A good financial planner is your personal advocate and accountability partner. Regardless of which service you choose, the main objective is always to determine what is right for you and to build a customized action plan tailored to your situation and life.
Tandem is a fiduciary, which means you can rest assured that the advice you receive has been crafted in your best interest. As a Fee-Only advisor, Tandem never receives any commissions or sales incentives of any kind. Our only product is our service to you, and you’re the only one paying for the advice you receive.
Tandem is based in the middle of the map, but we use online scheduling, video conferencing, and collaboration tools to work with clients across the country.