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About The Financial Sort
Based in Austin, TX, The Financial Sort offers financial planning, coaching and consulting services. Unlike most financial services companies, The Financial Sort makes it easy to get expert financial guidance with: Weekend, evening, phone and in-home appointments Just the amount of advice needed--as little as 15 minutes to weekly standing appointments Skipping the jargon and explaining financial concepts so they're easy to understand and relatable Price points for every budget Most financial planning services are tied to selling investment products. Even when this doesn’t create a conflict of interest, people who need financial planning but aren’t ready to purchase investments, don’t have enough money to invest or want non-investment related advice have few options. Anyone who has tried finding a company that gives financial advice without investment "advice" knows that it's like trying to find a needle in a haystack. By separating financial planning from investment sales and man