FREQUENTLY ASKED QUESTIONS
1. Are you a fiduciary?
As a Certified Financial Planner professional and a Registered Investment Advisor, we adhere to the fiduciary standard set by the Certified Financial Planner Board and the Securities and Exchange Commission. Reliable Alliance Financial and its advisor(s) are not affiliated with banks, insurance carriers, broker-dealers, tax/accounting firms, or law firms.
2. What is your fee structure?
Our fee structure can be found on our FEE TABLE page or FORM ADV PART II brochure. The initial complimentary consultation is free and without obligation. The Hourly As-Needed Consultation is $250 per hour. The Holistic Financial Planning is from $900 with a median range between $1,350 and $6,750 and paid in 6 installments. Current promotions and discounts are announced on our NEWS page.
3. How do I schedule an appointment?
You can schedule an appointment most conveniently by visiting our SERVICES page. If there is an urgent need (within 7 days) or you can't find an availability that works for you, please write to us with your desired date/time via our CONTACT FORM, and we will do our best to accommodate you.
4. Are you available during evenings and weekends?
Beginning June 01, 2019, we discontinued offering weekend appointments except for existing clients, who were completing their initial financial plans at the time. We do reserve several early evenings every month to accommodate our clients, however, from August 19, 2024 to June 19, 2026, we will not be able to offer evening appointments.
As a Certified Financial Planner professional and a Registered Investment Advisor, we adhere to the fiduciary standard set by the Certified Financial Planner Board and the Securities and Exchange Commission. Reliable Alliance Financial and its advisor(s) are not affiliated with banks, insurance carriers, broker-dealers, tax/accounting firms, or law firms.
2. What is your fee structure?
Our fee structure can be found on our FEE TABLE page or FORM ADV PART II brochure. The initial complimentary consultation is free and without obligation. The Hourly As-Needed Consultation is $250 per hour. The Holistic Financial Planning is from $900 with a median range between $1,350 and $6,750 and paid in 6 installments. Current promotions and discounts are announced on our NEWS page.
3. How do I schedule an appointment?
You can schedule an appointment most conveniently by visiting our SERVICES page. If there is an urgent need (within 7 days) or you can't find an availability that works for you, please write to us with your desired date/time via our CONTACT FORM, and we will do our best to accommodate you.
4. Are you available during evenings and weekends?
Beginning June 01, 2019, we discontinued offering weekend appointments except for existing clients, who were completing their initial financial plans at the time. We do reserve several early evenings every month to accommodate our clients, however, from August 19, 2024 to June 19, 2026, we will not be able to offer evening appointments.
RESOURCES FOR DIY CONSUMERS
IMPORTANT NOTICE: Please note that external resources provided here are for informational purposes and shall not be considered as endorsements or advice from our firm.
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Credit Education & Questions
FICO Consumer Financial Protection Bureau Budget and Tracking Mint (Retired 2024) Financial Calculators FINRA ChoosetoSave.org (Retired 2020) Social Security Bankrate |
Debt Management Plan
Powerpay Investment Education SEC Questions Answered on NerdWallet Ask an Advisor (Retired 2017) Other Information News/Resources Foundation for Financial Planning Tips on Setting Financial Goals |