How can I never miss a financial opportunity?
When you hire us as your year-round financial mentor and concierge, we're there for you every day of the year. ...
Do you do strategic tax planning?
Yes! We're not a CPA, so we don't prepare taxes. But we help you plan the immediate and long-term tax ...
What is advice-only, flat-fee, fee-only, fiduciary?
Advice-Only: We only get paid for our advice. No biased hidden agenda with commissions or extra hidden fees, or by ...
Can you steal our money?
No! We prefer you to keep your money under your own control, and we teach you how to manage and ...
What if we still have debt?
Unlike most financial advisors, we are trained and certified debt/financial coaches and counselors. We know the ins and outs of ...
Can you manage our investments for us?
We prefer that you keep your money under your own control. We walk you through any changes that we recommend, ...
How does this work?
It's just a few simple steps to your financial goals! 1. Receive and review the ADV informational form for 48 ...
What are your creds? Are you a CFP?
No, but it doesn't limit any planning we can do for you.
How do your fees/services compare to others?
We don't use complicated rate tables that charge you more just because you have more. Our flat-fees are right on ...
You’re a small firm, what if you really retire or like, check out?
The difference with Emancipare is that our goal is to teach you to take the wheel. It's why we keep things simple, and teach. Both things are quite rare in this business. It's not rocket science. If you aren't comfortable with that, we have a transition plan in place should the unthinkable occur to me (!).