No — your Get Started Meeting is completely free. It’s simply a chance for us to get to know each other and see if we’re a good fit.

No minimums here. We help people make smart decisions with their money, no matter their starting point.

If you’re looking for quick stock tips or one-time advice without ongoing guidance, our comprehensive planning approach may not be the right match.

 We help you organize your finances, set clear goals, and make confident decisions around saving, investing, retirement, insurance, and taxes.

All meetings are held virtually, so you can join from anywhere that’s convenient for you.

 Most clients meet several times in the first few months, then two to four times per year to review progress and update their plan. You can view our typical meeting structure on our Services Page, which outlines the initial planning process.

We’re fee-only, meaning we’re paid directly by you — not through commissions or product sales — so our advice stays completely unbiased.
If Glow FP manages your investments, fees may be deducted directly from your investment account. Otherwise, you can pay by secure bank debit, credit card, or debit card.

We operate virtually and use modern tools to keep costs low, allowing us to focus on value and transparency instead of overhead.

 We believe in evidence-based, low-cost, and diversified investing that prioritizes long-term results over short-term trends.

Your privacy and security are a top priority. We use encrypted, industry-standard technology and trusted platforms to protect your data.

Schedule a free Get Started Meeting to see if we’re the right fit. We’ll discuss your goals and outline how we can help. Schedule Now