for potential clients

Frequently Asked Questions

What makes you different than big name firms?
How are you paid?
What if I'm not located in Iowa?
What is fee-only?
logo
Gain confidence in your retirement.

Please use the calendar to schedule a no-obligation introductory Zoom with Custom Wealth Planners. During this meeting you will get to know us, how we work, and which engagement option may serve you best:

Schedule a Call