Frequently Asked Questions
How do I know your advice is in my best interest?
We are a fiduciary, which means we are legally and ethically required to always act in your best interest. Our advice is based on your financial situation, goals, and needs, not on commissions or outside incentives.
Are you a fiduciary?
Yes. As fiduciaries, we prioritize your financial well-being above all else. That means transparency, objectivity, and advice tailored to you. Never sales-driven recommendations.
How do you get compensated?
We operate on a fee-based model, meaning we earn a set fee based on the assets we manage and the financial planning services we provide. This structure ensures our incentives align with yours. We succeed when you do.
Who is your typical client?
Our clients come from all walks of life but share a common goal: They want expert financial guidance to build, manage, and protect their wealth. We work with professionals, business owners, retirees, and individuals navigating major financial transitions, including divorce.
Why should I work with Sandbox Financial Partners?
We offer personalized financial planning backed by decades of experience. Whether you're growing your wealth, preparing for retirement, or navigating financial challenges, we provide clear, actionable strategies to help you achieve financial confidence and peace of mind.
What services do you offer?
We provide comprehensive financial planning, including investment management, retirement planning, tax and estate guidance, and financial strategies for life transitions like divorce or selling a business.
What makes you different from other financial advisors?
We combine deep expertise with a personalized approach—no cookie-cutter solutions. As fiduciaries, we act in your best interest, and as independent advisors, we aren’t tied to specific products or commissions. We aim to simplify your financial life and give you confidence in your future.
Do I need a certain amount of assets to work with you?
We work with clients across different financial stages. While we typically serve professionals, business owners, and retirees with investable assets, we offer one-time financial planning and consulting services for those seeking guidance without ongoing management.
Can you help with financial planning during a divorce?
Yes. Our team, including divorce financial planning expert Julie, specializes in navigating the financial complexities of divorce, from asset division and tax implications to long-term financial security. We help ensure you make informed decisions.
How often will we meet if I become a client?
Your financial plan is dynamic, so we schedule regular check-ins—typically quarterly or semi-annually—to adjust for changes in the market and your life. Of course, we’re always available when you need us.
Can you help me lower my taxes?
Absolutely. We incorporate tax-efficient investment strategies, retirement planning, and income distribution planning to help reduce your tax burden and maximize your long-term wealth.
How do I get started?
It’s simple: Schedule a free consultation with us to discuss your goals and see if we’re a good fit. We’ll walk you through our process and answer any questions you have. Get started by clicking the orange button below.