Our Onboarding Process
Schedule a call with Mark to discuss your situation. During this session, we'll address any immediate financial concerns you may have and provide more details on our service model and pricing. If there is a potential fit, we'll coordinate a follow-up meeting to dive deeper into your situation and how Taurus Financial Planning can serve you.
Get to Know You
1
Similar to the first meeting, there is nothing to buy in this meeting. Before you pay a penny in fees or trust us with your savings, I want you to see the value. The goal of this session is to learn more about your situation and goals. For this meeting, we will ask you to provide a few documents to make the best use of time. At the end of the meeting, I'll ask if you want TFP to do a more in-depth analysis of your situation at no cost and no obligation to you.
Discovery
2
Mark will review and analyze your information to create a one page opportunity summary.
Analysis
3
We will review the one page opportunity summary with you. Again, the goal is to help you made an educated and informed decision on selecting a financial advisor. At the end of the meeting, the one page summary is yours to keep. At this point, we will part ways and you will decide if TFP can deliver value worth a multiple of the fee.
Review
4
Our Onboarding Process
Get to Know You
Schedule a call with Mark to discuss your situation. During this session, we'll address any immediate financial concerns you may have and provide more details on our service model and pricing. If there is a potential fit, we'll coordinate a follow-up meeting to dive deeper into your situation and how Taurus Financial Planning can serve you.
1
Discovery
Similar to the first meeting, there is nothing to buy in this meeting. Before you pay a penny in fees or trust us with your savings, we want you to see the value. The goal of this session is to learn more about your situation and goals. For this meeting, we will ask you to provide a few documents to make the best use of time. At the end of the meeting, you'll decide if you want Taurus Financial Planning to do a more in-depth analysis of your situation at no cost and no obligation to you.
2
Analysis
Mark will review and analyze your information to create a one page opportunity summary.
3
Review
We will review the one page opportunity summary with you. Again, the goal is to help you made an educated and informed decision on selecting a financial advisor. At the end of the meeting, the one page summary is yours to keep. At this point, we will part ways and you will decide if TFP can deliver value worth a multiple of the fee.
4
Services
Taurus Financial Planning provides comprehensive wealth management and financial planning to individuals and families. Our service includes holistic financial planning, investment management and tax strategy - offered through our comprehensive wealth management service and on a project-basis.
Our Process
Our approach to wealth management is goals-centric meaning that the client-advisor relationship is entirely focused on helping clients manage and allocate their resources to fund their future goals.
Since clients have multiple goals and these goals differ in funding amount, time horizon and importance to the client, plans are highly customized to the client’s goals.
Your Goals
The process begins with you, the client, dreaming of the future you want to live. For many, this is very difficult, but it is also exciting!
Financial Objectives
Together, we’ll spend time translating these goals and dreams into financial objectives such as the funding requirement, time horizon and level of importance of each goal.
Custom Plan
Next, we design and start to execute your plan. From portfolio construction and management to tax planning, at TFP we are committed to executing, monitoring and updating your customized plan.
Frequently Asked Questions
There is no minimum account size to work with us. We want to build long-term relationships with clients and grow together over time.
The vast majority of TFP’s clients are working professionals who are still in the process of accumulating wealth to achieve their future financial goals. These clients typically have their most important financial decisions still ahead of them, and we aim to guide them through the journey.
The clients who benefit most from our services are those who have a clear vision of (or an interest in discovering) their future goals, are actively engaged in the process, and view financial markets as a tool to help them reach these goals.
Our ongoing Comprehensive Wealth Management service includes holistic financial planning, investment management and tax strategy. The service is billed as a blended percentage of the assets TFP directly manages for you.
Assets Under ManagementAdvisory Fee$0 – $1,000,0001.00%$1,000,001 – $3,000,000.60%$3,000,001 – $5,000,000.50%$5,000,001 – $10,000,000.40%Over $10,000,000.30%We also offer project-based financial planning based on an hourly rate. Currently, we are offering two strategy sessions: The Executive Tax Strategy Session and the Executive Deferred Compensation Strategy Session. For more information on these strategy sessions and other projects, please contact us.
Yes, while it is beneficial to sit down in person periodically with clients, especially at the beginning of the relationship, we understand the needed flexibility and efficiency offered by working together virtually. We offer all our services virtually to clients in Northwest Arkansas and throughout the United States.
We use Altruist as our qualified custodian for clients. Altruist holds your investments and provides separate statements which are sent to you regularly.
You can view your investments on the Altruist platform and your client portal which aggregates all accounts onto one platform.
A CFA charterholder is an investment professional who has earned the Chartered Financial Analyst (CFA) designation, a globally recognized credential in investment management. To become a CFA charterholder, candidates must pass three rigorous levels of exams, demonstrate at least four years of relevant work experience, and adhere to a strict code of ethics and professional standards.
CFA charterholders are trained to make informed, data-driven decisions, manage risk, and optimize returns, offering peace of mind for investors seeking a knowledgeable and trustworthy professional.
Mark became a CFA charterholder in 2018 and serves on the board of the Arkansas CFA Society.
