Financial planner XNE Financial Advising, LLC

Services Offered

• Comprehensive Financial Planning
• Investment Management
• Tax Preparation and Planning
• Retirement Planning
• Debt Management Strategies

How Engagements Work

At XNE Financial Advising, LLC, we prioritize understanding your unique financial situation. During your initial consultation, we will discuss your financial goals, current assets, and any concerns you may have. This helps us create a personalized plan tailored to your needs.

To make the most of your consultation, please bring the following documents:

• Recent tax returns
• Investment account statements
• Retirement account statements
• Any existing financial plans or documents

What to Expect at a Consultation

During your consultation, expect a friendly and professional environment where you can openly discuss your financial situation. We will review your documents and identify strategies to help you achieve your financial objectives. Our goal is to empower you with knowledge and actionable steps.

Frequently Asked Questions

• What types of clients do you work with? We work with individuals and families at various stages of life, from young professionals to retirees.
• How are your fees structured? We offer transparent fee structures that may include hourly rates or flat fees for specific services.
• Can you help with tax planning? Yes, we provide comprehensive tax planning services to help minimize liabilities and maximize savings.
• What is the minimum investment required? There is no minimum investment required for our planning services, but minimums may apply for investment management.
• How often should I meet with my financial planner? We recommend regular meetings to review your financial plan, typically annually or semi-annually, but this can be adjusted based on your needs.
• Is my information kept confidential? Yes, we prioritize your privacy and confidentiality in all our dealings.
• What if my financial situation changes? We encourage ongoing communication, and we can adjust your financial plan as your circumstances evolve.
• How do I get started? Simply contact us at (202) 841-4713 or visit our website to schedule your initial consultation.