You might be wondering...
Frequently Asked Questions
Do I pay for the first meeting?
No! The first meeting is always free, with no obligation. It’s an open conversation to get to know each other, discuss your goals, and explore how we work together—no pressure, no sales.
What does “fee-only” mean?
“Fee-only” means you pay us directly for advice—never commissions, kickbacks, or product sales. Our compensation comes only from flat fees or hourly rates you choose, not from insurance or investment companies. This ensures our guidance is always unbiased and aligned with your interests.
Are you a fiduciary financial advisor?
Yes. As a fiduciary, we are legally and ethically obligated to put your interests first—every time. Fee-only and fiduciary go hand-in-hand at Unburdened Financial Planning.
What is a CFP®?
A CFP® is a CERTIFIED FINANCIAL PLANNER™ professional. This designation means your advisor has met rigorous standards for education, experience, and ethics—making it a trusted mark of competency in financial planning.
Do I need a certain amount of money to work with you?
No minimums here. You can hire us for exactly the level of service you need, whether you’re just getting started or already managing significant assets. Our flat-fee approach is designed to make planning accessible to all.
Will you manage my investments, or do I have to?
It’s your choice. Our Strategic and Legacy plans include investment management for a flat fee—never a percentage of assets. If you prefer to do it yourself, we’ll give you recommendations and you stay in full control of your accounts.
Does it matter where I’m located?
Not at all! While our office is in Wasilla, Alaska, we work virtually with clients across the U.S. If you’re in Alaska, in-person meetings are available by appointment; everywhere else, we can meet by secure video or phone.
Who is your typical client?
Many of our clients value a faith-based, holistic approach. We often work with young families, Christian professionals, and anyone seeking financial peace and stewardship. But you don’t have to be Christian—our door is open to all backgrounds and beliefs.
How are you different from other financial advisors?
We’re the only flat-fee, fee-only fiduciary firm in the Wasilla/Mat-Su Valley. No commissions, no product sales, and no hidden incentives—just transparent advice. Our counseling approach recognizes that finances are emotional, and our faith-based perspective is unique for those who want it.
Where is your office and what areas do you serve?
We’re located at 701 E Parks Highway, Suite 212, Wasilla, AK 99654 (by appointment). We serve clients across Wasilla, Palmer, Eagle River, Chugiak, Anchorage, and the wider Matanuska-Susitna Valley—and virtually, anywhere in Alaska or the U.S.
Have Another Question?
If your question isn’t answered here, reach out via our Contact page or call (907) 290-8935. We’re here to clarify anything—transparency and openness are core to how we serve.
