Frequently Asked Questions Answers to the questions we hear most, about how we work, what we offer, and what it’s like to be a KIRK client. Home › Resources › Frequently Asked Questions Frequently Asked Questions Getting Started Are you a fiduciary? Yes. As a fiduciary, we’re legally required to put your interests first. How do I get started? It starts with a simple conversation. You can schedule a call, and we’ll listen to your goals and explain how we work, with no pressure. What happens in the first meeting? We focus on getting to know you, your family, and your goals. It’s a relaxed conversation to see whether we’re a good fit for each other. Our Approach & Fees Are you a fiduciary? Yes. As a fiduciary, we’re legally required to put your interests first. Are you fee-only? Yes. We’re a fee-only firm, which means our compensation comes from our clients rather than commissions or product sales. How do you charge? We are happy to walk you through our fees in detail during a conversation, so you have a clear picture before deciding to work together. Services How often will we meet? That depends on your needs and stage of life. We stay in regular contact and revisit your plan as your circumstances change. Do you prepare taxes or provide legal advice? No. We bring tax and estate awareness into your planning and coordinate with your CPA and attorney, but we do not prepare taxes or provide legal advice. Do you sell insurance or Medicare products? No. We help you understand your options and coordinate with the appropriate resources. Working Together How often will we meet? That depends on your needs and stage of life. We stay in regular contact and revisit your plan as your circumstances change. Do you work with my other professionals? Yes. Coordinating with your CPA and attorney helps keep your tax, legal, and financial decisions aligned. Where are you located? We’re based in Vienna, Virginia, and serve families across Northern Virginia and the greater DMV area. We’re also glad to meet virtually. Still Have Questions? We’re happy to answer anything we did not cover here. The best place to start is a quick conversation. Schedule a Meeting
