Frequently Asked Questions

Your first meeting can take up to two hours. In this time we address your goals and objectives, current financial position and personal situation. It is an opportunity for us to get to know you and you to assess whether we are the right fit for you. If you have brought your financial documents or copies of them, this will speed up the process. This investment of time ensures we understand you and what you are looking for.

During your first appointment, we will establish why you are seeking financial advice, what your goals are and what you expect from us. To assist us, we ask that you bring in as many documents as you can, such as photo ID, tax returns, retirement account statements, loan and bank statements, copies of wills and/or trusts, insurance details, and/or a budget.

At Kirby Yager Financial Group we do not charge for meetings or time. If you decide to begin a relationship with us then depending on the level of service there will be transparent and open fees that will be disclosed prior to any agreements or recommendations.

Yes. We have on-site secure guest parking spaces which are available in the parking garage adjacent to our building.  You will receive a parking stub that we will validate before you leave the appointment.  There is also street parking available around the building, however, it is first come first serve and we can not reserve spaces. If you need special accommodations we just ask that you mention that to us prior to the meeting and we can assist you with some special spaces. Our building is ADA compliant and very accessible.

We do not offer accounting services. We are happy to work with your existing accountant or we can provide a referral to an accountant if you do not have one. Similarly, we are not attorneys and do not do legal work. We will happily work with your existing attorney or refer you to one if you don’t already have one.