FREQUENTLY ASKED QUESTIONS
How often will we meet?
After the onboarding process, in which we meet more frequently to begin the relationship, pinpoint your goals and establish a flexible road map to get you started on your financial journey.
After the accounts are established and processes are in place, we prefer to hold quarterly formal meetings. We are also available by phone or email at any time.
What if I'm not sure about my goals?
No problem. We have systems in place that will help find and guide you to your short and long term goals.
Is Gahler Financial a good fit for me?
Let's meet and talk about what your financial needs, goals and questions are. We can then decide if we will be a good fit and a long term financial relationship. Of course, we would love to work with you!
I don't live in awesome Austin, Texas. Can we still work together?
Of course! We are fully electronic and available by email or phone at any time. We currently have clients all over the USA.
How does Gahler Financial get paid?
We are a fee-only financial planning firm. That means we don’t accept commissions, kick-backs, or referral fees from others. We are only paid by our clients. This allows you to be certain that our advice is unbiased and in your best interest. This is not how all advisors run their business. We strongly encourage all consumers to understand how their advisors are being compensated.
How is being a Certified Financial Planner different than other advisors?
A CERTIFIED FINANCIAL PLANNER™ has, at a minimum:
An undergraduate degree
Three years of client experience in financial planning
Completed a financial planning education program including:
General Principals of Financial Planning
Income Tax Planning
Professional Conduct and Fiduciary Responsibility
Passed a rigorous comprehensive exam
Complete approx 30 + hours of continuing education hours bi-annually
Committed to adhering to the standards of ethics and practice outlined in the CFP Board’s Standards of Professional Conduct
To summarize, CFP®’s are obligated to act in their client’s best interests.
What is the account minimum at Gahler Financial?
To begin an investment relationship, our minimum starts at $500,000. However we do offer financial planning services that can be tailored to your needs at an agreed upon service fee. We’re here to grow with you.
What is the investment philosophy of Gahler Financial?
We believe in personalized investment strategies that help move our clients to reach their financial goals.