Client Service FAQs

Client Service Frequently Asked Questions

Questions about our Ideal Clients:

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

I’m considering your asset management services, what is the minimum net worth required?

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?

I manage my own portfolio pretty well right now, but I’m thinking of having someone else take on that chore in the future. How can Soesbe Financial help me do that?

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

I’m not a woman or a member of the LGBTQ community, can you still help me?

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


Questions about our Process:

My life is super busy – how many financial planning meetings should I be prepared to have?

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

What do I need to bring to my Discovery meeting?

What do I need to bring to my Working meeting?

What do I need to bring to my Presentation meeting?

Why do I need a Discovery Meeting?


Questions about Client Service:

Can I bring my documents in on a flash drive?

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

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

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

I want to set up my secure online Client Portal, but the invitation expired.

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

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’m considering your asset management services, what is the minimum net worth required?

Our minimum household account size requirement for Integrated Management Service Clients is $500,000, which may be waived at the firm’s discretion. For a complete description of our asset management 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 manage my own portfolio okay right now, but I’m thinking of having someone else take on that chore in the future. How can Soesbe Financial help me do that?

Many of our Integrated Management Service (IMS) clients started by becoming Standalone Financial Planning (SFP). Over time, as our relationship grows, clients often find that our investment planning philosophies align nicely with their own, and at that point they feel comfortable leaving the hard work of routine portfolio management to us.

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.

I’m not a woman or a member of the LGBTQ community, can you still help me?

Absolutely! Every single client is unique, with their own perspectives and needs. While we do, as a company, actively take steps to reach out to traditionally under-served financial client segments (such as mature women and members of the POC and LGBTQ communities), that does not mean that we don’t help clients across all spectrums. Quite the opposite: we believe full diversity is the most beneficial way forward, and welcome everyone equally.

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!

My life is super busy – how many financial planning meetings should I be prepared to have?

We typically meet with planning clients three times: Discovery, Working and Presentation. For a fuller description of each phase please see Our Proven Process.

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 Discovery meeting?

Once you’ve scheduled, you will receive a welcome letter that includes a Document Checklist, a handy reference document that outlines the most common documents your planner will need to see in order to answer most client questions.

If meeting in person, please bring these documents with you on a flash drive or as paper copies that we will scan and return to you. If meeting via video, please have your documents ready in digital form on your computer.

NOTE: Please do not use email to share any sensitive information or personal documents. Email as a whole is insecure, and Soesbe Financial cannot guarantee the security and confidentiality of any third-party email provider.

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.

What do I need to bring to my Presentation meeting?

A big smile 😊

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.

Can I bring my documents in on a flash drive?

We’re happy to accept your documents on any standard format flash drive, thumb drive, or other external hard drive. Alternatively, you can bring your documents in paper form, and we will scan them into our system and return them to you.

NOTE: Please do not use email to share any sensitive information or personal documents. Email as a whole is insecure, and Soesbe Financial cannot guarantee the security and confidentiality of any third-party email provider.

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 reschedule my appointment, how do I do that?

Just contact us directly via phone and we can quickly coordinate calendars (email is inefficient for rescheduling). If you made your appointment via our Online Scheduling Portal, you may also click the “Reschedule” link in the appointment confirmation the system sent you.

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 set up my secure online Client Portal, but the invitation expired.

Give us a call at the office, and we’ll send you a new setup invitation link.

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.

We love our financial advice clients.

Have other questions or concerns? Please call us directly at 916-957-5100.