Advice That Educates
You deserve to know why we recommend the strategies we do. That’s how we operate. It’s 100% about your money and not about selling you something you don’t need.
More Answers Create More Questions
Everyone has the answer. But what’s the right answer for you? That’s the real issue. And you might not get this from your buddy or brother-in-law.
So, What's Out There Now?
You either pay for a static "snapshot in time" plan, or get biased advice for products you don’t need. We believe good advice should be objective and clear, not driven by an inflexible plan or products that simply produce commissions for the seller/advisor.
I ask my guy for advice and he sells me a product. I need straight, no-strings-attached advice. Not commission products for the seller, or whatever they’re calling themselves this week.
I see my financial advisor once a year. Every time he suggests products I should be buying. How do I know if it’s right for me? How does he know?
Questis Advice is a Q&A platform that helps you make sense of your finances.
How It Works
The 5-Step Process
A simple five-minute online survey that prepares and organizes the info we’ll need for our first call.
Meet Your Expert
A focused meeting with your Certified Financial Planner™ goes deep, defining the financial goals and objectives we’ll need for the next step.
Your expert will develop your custom action plan – an organized list of items for you to accomplish over the course of the year.
Deliver and Discuss
A second meeting with your expert to review and discuss your custom action plan will focus on accomplishing the first several items.
We coach you along the way, with an eye toward achieving your set goals. We’ll answer any questions or make vital adjustments that come up. Anytime.
For Less Than a Bagel, Latte, or Craft Beer a Day
It’s true. For less than a dollar a day, you could get educated, unbiased advice with no strings attached. Plus, you have to ask yourself, is the free advice I’m getting now really “free?”OK, so how much does it cost?
Why Questis Advice?
Questis will not only tell you what you should do, we’ll educate you on why; translating the economic genius of Nobel Laureate economists into advice that applies to your own personal situation.
Your life stage and financial situation is unique. One size fits one. So individualized advice is what we’ll deliver.
Questis will provide you with a list of prioritized action items and, most importantly, act as a coach and motivator so you can achieve your financial goals.
How do you like to work? Whether it’s Skype, GoToMeeting, on the phone, online chat, or even in-person at our offices in Charleston, we’re up for it.
Our Experts are Certified Financial Planners With:
- A College Degree
- 6,000 hours of experience in the financial industry
- A rigorous 2-day exam
- An oath to adhere to the Code of Ethics and Rules and conduct of the CFP Board of Standards
Rick Getman, CFP®
It’s really simple – educated investors get to keep more of their hard-earned money. That’s our passion. That’s why we’re here. Rick’s full bio.
Matt Ritt, CFP®
It's surprisingly tough to find truly unbiased financial advice today. That's why I'm excited to be part of Questis's mission. Matt’s full bio.
Frequently Asked Questions
How do you make your money?
We’re fee only. Straight up. So that means our advice isn’t attached to financial products.
Why doesn’t everyone do this?
Only 6% of US households use a fee-only financial advisor. Most don’t know it’s an option.
How do I communicate with my advisor?
We’re always up for meeting in person. However, if this doesn’t work for you, we’re available to jump on Skype, GoToMeeting or the online meeting platform of your choice. We’re flexible.
GET Expert advice on your important financial decisionsTopics include: Savings, debt, credit, real estate, retirement, insurance, estate planning.
- Priorities Checklist
- Unlimited Access to a CFP® Professional
- Personal Financial Assessment