Question 1

How much do your financial planning services cost?

Accepted Answer

Our financial planning services cost $299 per month with no hidden fees. If you're interested in financial education and coaching, it's $99 per month, also with no hidden fees.

Question 2

Are you a fiduciary advisor?

Accepted Answer

Yes, we are a Registered Investment Advisor (RIA) in Massachusetts, which means we are legally obligated to act in your best interest as a fiduciary advisor.

Question 3

Who do we serve?

Accepted Answer

Walk You To Wealth serves individuals and families across the United States who are committed to building wealth through simple, affordable, and unbiased financial planning.

We specialize in helping:

• Individuals and Couples: Whether you are starting out, dealing with debt, or growing your assets, or getting ready to enjoy your retirement, we empower you to gain financial control.
 • Clients Seeking a Holistic Approach: We integrate financial planning with money-mindset coaching to help you overcome behavioral hurdles and financial anxiety.

No Asset Minimums. Our flat-fee, fiduciary model ensures everyone, regardless of current wealth, receives conflict-free advice.

Question 4

Is Walk You To Wealth a fee-only advisor?

Accepted Answer

Yes, Walk You To Wealth is a fee-only and flat fee advisor with transparent monthly pricing.

Question 5

Are there a minimum number of months required?

Accepted Answer

While we hope for a long-term relationship, there's no minimum commitment period.

Question 6

Are there any income or asset requirements to become a client?

Accepted Answer

No, we do not have any income or asset requirements. Our goal is to make financial planning accessible and affordable for everyone.

Question 7

What certifications and experience does your advisor have?

Accepted Answer

Our advisor, Kevin C. Feig, has over 20 years of experience in the financial services industry. He has held executive roles at Fidelity Investments, Coinbase, and Kraken Digital Assets. Kevin is a Certified Financial Planner™, Certified Financial Therapist™, Certified Public Accountant, and Personal Financial Specialist. He holds a Bachelor of Science in Accounting and an MBA from Fairfield University. Kevin founded Walk You To Wealth to make financial planning accessible and shares his expertise as an instructor at Columbia College and Regis College, and through his book, "Walk You To Wealth".

Question 8

Can your spouse or partner attend?

Accepted Answer

Yes, we encourage you to bring your spouse or partner with you on this walk to wealth.

Question 9

Do I need to sign a contract to work with you?

Accepted Answer

Yes, we require a contract to ensure both parties are protected and expectations are clearly outlined.

Question 10

What are your business hours?

Accepted Answer

We are open Monday to Friday from 8:00 AM to 6:00 PM (ET) and Saturday from 9:00 AM to 12:00 PM (ET).

Rewrite Your Money Story. Build Real Wealth.

Frequently Asked Questions