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Our Process

 

Below is a brief explanation of how All In Planning serves its clients.

Gather info - We will gather the information we need in order to provide our recommendations to you. Our All In Planners may need to ask you follow-up questions.

Collaborate - Our Planners will share your information with one another and collaborate on which recommendations might benefit you. What is shared among our Planners may include, but is not limited to, information regarding your personal life, finances, insurance policies, estate plan, tax situation, and/or properties. Each of our Planners agrees to keep your information confidential.

Make a plan - We will help you to understand your unique situation as well as provide recommendations to you. In order to minimize any cost for our services, our analysis of your situation will be brief and non-comprehensive. We also reserve the right to limit our number of meetings with you to one meeting per planner. You are not required to act upon any of our recommendations. Feel free to revise our plan for you as you see fit.

Carry out the plan - You may need professional help in order to carry out your plan. At this time, you are welcome to hire any of our planners or local business partners. However, you are not required to do so. Instead, you can conduct your own search for business professionals and then select those which best suit your needs. Please be aware that there may be a loss of collaboration among professionals if you choose to hire outside businesses who have not partnered with All In Planning.

General Disclosures

 

All In Planning disclosures - All In Planning is an integrated service provided by professionals and companies which operate independently of each other. All In Planners and their companies are not affiliated with each other. All In Planning is designed to provide a broad overview of a household’s unique financial situation. The analyses carried out by each All In Planner are intentionally brief, with their recommendations being limited, so that All In Planning can remain a complimentary service. Any recommendation made by an All In Planner is not necessarily approved of, or supported by, other All In Planners. After a recipient has received their All In Planning recommendations, they are welcome to hire any All In Planner to carry out additional work on their behalf. All In Planners may alter their recommendations to a household based upon a more thorough analysis of its circumstances. By initiating communications with us, you agree that we may review any information you transmit to us. You recognize that our review of your information prior to the establishment of an official client relationship, even if you submitted it in a good faith effort to retain us, and even if you consider it confidential, only creates a limited client relationship for assessing whether we can be of service to you. When we jointly agree on and execute an engagement letter, you will be our client. Any client testimonials provided on our website or any marketing material may not represent the experience of other clients and are not a guarantee of future performance or success. Clients of All In Planning may have an incentive to promote its services. There was no compensation provided in exchange for testimonials.

Disclosures about Chris Kilmer - Chris Kilmer is a financial advisor with Victory Financial Group and the owner of Kilmer Financial. Chris can be contacted at (512) 329-6100, [email protected], and www.kilmerfinancial.com. Kilmer Financial is located at 200 Benney Lane, Suite B, Dripping Springs, TX 78620. Securities and advisory services are offered through Victory Financial Group, LLC. Kilmer Financial and Victory are not affiliated. Kilmer Financial and Victory do not provide legal or tax advice. 

Disclosures about Tyler George - Tyler George is an attorney at Hill Country Estate Plans. Tyler can be reached at 512-993-1779 and [email protected]. Hill Country Estate Plans is located at 12600 Hill Country Boulevard, Suite R-275, Austin, TX 78738. 

Disclosures about Vince Gonzalez - Vince Gonzalez is a licensed Texas realtor and the owner of The Novaterra Group. Texas law requires all real estate license holders to provide various information about brokerage services to prospective buyers, tenants, sellers and landlords. This information can be found at https://www.trec.texas.gov/sites/default/files/pdf-forms/IABS%201-1.pdf. The Texas Real Estate Commission (TREC) regulates real estate brokers any sales agents. Find more information about and check the status of a license holder at https://www.trec.texas.gov/sites/default/files/pdf-forms/CN%201-5_0.pdf. 

Disclosures about Ryan Brown - Ryan Brown is a financial advisor with Victory Financial Group. Ryan can be contacted at 832-755-0901 and [email protected]. Securities and advisory services are offered through Victory Financial Group, LLC. Ryan and Victory do not provide legal or tax advice.

Disclosures about Joey Kelly - Joey Kelly is an Insurance Advisor with Victory Insurance Services LLC, an independent insurance agency licensed in Texas. Coverage and availability vary by carrier and state. All policies are subject to underwriting approval and carrier terms. As an independent agent, Joey may receive commissions or other compensation from insurance carriers based on policy sales. Compensation does not impact the premium quoted to you. Investment advisory services offered through Victory Financial Group LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling and Victory Financial Group, LLC are not affiliated companies.