F.A.Q.

Yes. As a CERTIFIED FINANCIAL PLANNER® professional, Will King is legally required to act as a fiduciary when providing financial planning or advice. That means recommendations are made with your best interests in mind.

We work best with individuals and families who are beginning to think seriously about retirement. Many are balancing their own retirement goals while also considering aging parents, adult children, charitable interests, or other important family priorities. The questions we help clients answer most often are: "Can I retire?" "Will I be okay?" and "How can I use the wealth I've built to positively impact the people and organizations I care about?"

We help individuals and families make confident financial decisions through retirement planning, investment management, tax-aware planning, cash flow planning, risk management, and coordination with professionals such as CPAs and attorneys. Our goal is to bring all the pieces of your financial life together into a clear, actionable plan.

Yes. We offer three service models: a one-time financial plan, ongoing financial planning, and a comprehensive planning plus investment management relationship. Our planning plus investment management service includes everything offered in the other two options.

You'll know exactly what you'll pay before agreeing to anything. We walk through our fees and service models during the introductory conversation in plain language, and we're happy to answer any questions you may have. If you'd prefer to review pricing beforehand, simply email us at will.king@groundedfp.com and we'll send you a general breakdown.

Yes. We currently serve clients across the United States. Our planning process works very well through Zoom, and we also welcome in-person meetings when appropriate.

Grounded Financial Planning is an independent practice affiliated with RFG Advisory, which provides the platform, technology, compliance infrastructure, custodial relationships, and operational support behind the practice. This allows us to remain focused on serving clients while maintaining our independence.