Client Service FAQs

What is the minimum household net worth required for your financial planning services?

Zero. We do not have a minimum requirement for financial and retirement planning. For a complete description of our financial planning fees, please refer to our Transparent Pricing page.

I’ve got some changes coming in the future and may need to be able to quickly speak with my financial planner about a specific topic. How can I have that access?

Integrated Management Services (IMS) clients enjoy expedited access to their planner. Make time-sensitive decisions more quickly with the confidence that professional fiduciary financial advice brings.

I’m not in Sacramento or even in California, can you still help me?

Yes indeed! Our secure enterprise-class business video conferencing platform allows us to provide excellent real-time personal financial advisory services to clients across the country or wherever their busy lives take them.

We are a traditional couple, can you still help us?

It’s our pleasure! Again, every client household is unique in its structure and needs, and traditional couples are no different. Helping you align your finances with your goals is what we do – good financial planning is for everyone. Welcome!

I need to plan out my day – how long is a meeting?

We book each meeting in a two hour block to allow for flexibility. Typically, a Discovery meeting will run one and a half to two hours, a Working will run the full two hour block, and, depending on the complexity of the individual client’s situation, a Presentation may actually run over a few minutes, but not always. We do our best to respect your time and maximize the value of your meeting by following a proven process with clear agendas.

What do I need to bring to my Working meeting?

After your Discovery meeting, your planner will give you a checklist that specifies any additional documents that will be required for your Working meeting.

Why do I need a Discovery Meeting?

We ask all new Clients to begin any engagement with us via our Discovery Meeting format. As part of the Discovery process, you and your planner will determine the scope of your engagement, which may include any or all of our services according to the Client’s needs.

I’ve reached out via my Gmail address but haven’t heard back from you.

For some technically inscrutable reason, clients communicating with us via their Gmail accounts are every now and again having our company emails to them routed to spam by overzealous Google filtering robots. Not often, but sometimes. Please check your spam/junk folder, and then whitelist our email address.

How to whitelist Soesbe Financial in Gmail:

• Log into your Gmail account.
• In the “search mail” box at the very top, click on the settings icon on the right (three small horizontal lines with small cross pieces breaking up the lines).
• Once you click on this settings icon, a box will open.
• On the “From” line, type in “soesbefinancial.com” (without quotemarks).
• In the lower right hand corner of the box, click on “Create filter”.
• on the next screen, choose the “Never send it to spam” option.
• click the blue “Create Filter” button.
• Done 🙂

I need to cancel my appointment, how do I do that?

Please contact us directly via phone or email and let us know. If you made your appointment via our Online Scheduling Portal, you may also click the “Cancel” link in the appointment confirmation the system sent you.

I want to safely upload my documents to my online Client Portal secure Vault area, but forgot my password.

Click on the “Forgot Password” link on your login page, or give us a call at the office and we’ll send you a password reset link.