Looking for a slick sales pitch (that you end up paying for) and a lot of pressure to become a client?
High pressure and salesy techniques are not how we operate at Connemara Group. We hope you don’t mind. We simply serve smart people who are weary of the typical and don’t want to be coddled. So if you are tired of the never-ending fees and middlemen, just use this site to educate yourself (we tried to cut out the fluff) so you can evaluate if we might be able to help you.
Getting started with our fee-only planning professionals doesn’t require an advanced degree:
- Get an idea of what it will cost using our fee calculator. Always transparent, fee-only financial planning gives you the confidence you only get advice that has your best interest at heart.
- Give us a call at 301-321-3600 or email firstname.lastname@example.org. I try to keep a few slots open a week to have a short conversation to help you put a face to a name and get an answer to a question you might have that is unique to your situation – minus the sales pitch.*
- If you choose during the call, we we will schedule a Get Acquainted Meeting. After the meeting, if we both feel like it is a good fit, we will provide a Client Service Agreement that details all fees and deliverables based upon your unique situation.*
*Please note that due to capacity constraints we are currently accepting new clients on a highly selective basis only.
New private sector planning clients ages 50 and above will have a minimum of $5MM liquidity and investments ($3MM individuals) with moderate to no debt. Federal clients will have a minimum of $3MM liquidity and investments, 20+ years of Federal service, and moderate to no debt.
New private sector planning clients ages 25-49 will have a minimum of $3MM liquidity and investments ($2MM individuals) with moderate to no debt. Federal clients will have a minimum of $2MM liquidity and investments, 5+ years of Federal service, and moderate to no debt.
We regret that due to time constraints we are no longer able to provide referrals to qualified advisers who may have greater availability.