Frequently Asked Questions

How does your service work?

While we don’t sell financial products, we do offer specific recommendations and opinions on various financial products and investment choices that may be appropriate for a client’s situation. We will also advise a client where to obtain those products or investments. If appropriate and at the client’s request, we will help with plan implementation. For a detailed view of the Financial Planning process click here.

Is there a cost for the first meeting?

The initial consultation, a Get Acquainted meeting, is free.

Am I qualified to be a client of Hillebrand Financial Planning, LLC?

We have no income or investment account minimums for hourly or project engagements.

Do you sell any product, receive commissions or get referral fees?

We operate on a fee for service basis. We receive no personal benefit by recommending one product over another. We are not affiliated with a product sales company. That gives us freedom to look at many different asset classes plus college funding, retirement planning, and tax minimization techniques. It also ensures that you receive objective advice.

What are your education, training and background credentials?

All work is done by a CFP® professional. The Certified Financial Planner Board of Standards is a professional regulatory organization, which promotes ethics, integrity and professional standards in personal financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark.