As a fee-only financial advisory firm focusing on index funds, One Day In July serves a wide variety of clients, both in Vermont and nationwide. Our clients range from high net worth individuals to middle-income families; from foundations, nonprofits, and small and large business owners to young investors, retiring investors, female investors, 529 Plan savers, government entities, and 401k or 403b retirement plan seekers.
| Our clients come to us with all sorts of concerns and questions. Here are a few: |
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| How much money do I need to start investing? |
| How can I save for college? |
| I'm getting married. What do I need to do financially? |
| What are the best retirement investments? |
| My parents are aging. How do I make a financial checklist? |
| I'm recently widowed. How do I come up with a financial plan? |
| How can index funds save me money? |
| I'm getting a divorce. How do I financially prepare for a divorce? |
| Why do low fees matter? Will low fees save me money? | Why do I need a fiduciary? |
| What can an investment advisor do for me? |
And the list goes on.
At One Day In July, our financial advisors understand that sometimes the first question is: “Where do I start?” We understand that you may be embarrassed by past financial decisions, and hesitant to share your story. This is normal, and common.
We understand that index funds, low fees, investments, fee-only financial advisor, and fiduciary are all just words until we have that first conversation.
Our financial advisors are here to listen, and we welcome your questions.
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