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Frequently Asked Questions


Q: Why “Beckett Collective”?
A: Have you read Samuel Beckett? Not many have. But Theresa’s English class did. Reading “Waiting for Godot” aloud was confusing, disjointed and hard to follow - an obvious parallel to how the financial world feels to most people. As a counterpoint, the class watched a movie version - “AHA!” - it made sense!
Our clients’ “AHA!” moments light up their energy and calm their concerns when they see the actionable steps to their future. As a “collective,” we draw on a mosaic of specialists across the country. Together, we all work toward a common goal: your financial freedom. 

Q: Why Are We Perfect for Individuals and Families?
A: Because we help maximize your wealth to enjoy a rich life while securing financial independence for your future. This leaves you the peace of mind and freedom to focus on what matters most to you!

Q: How Do We Help You Make Better Decisions?
A: By making sure you understand the *what & why* behind your financial plan and investment strategy. We communicate frequently, share best practices and stay by your side when you need us most.

Q: What Forms of Communication Do You Use?
A: We promise, you’ll never have to repeat yourself. We’re open to communicating with you however you’d like: 
  • Over the phone
  • Email
  • Texts
  • Video call

Q: Do You Work With Clients Across the Country or Only in Arizona?
A: While we love calling Tucson home, we’re a digitally-led firm that’s well-equipped to offer our services virtually to clients across the country. Whether you live 10 miles or 1,000 miles away, we offer the same communication and attentiveness to everyone, everywhere.

Q: What Is a CFP®?
A: The CERTIFIED FINANCIAL PLANNER™ designation is a prestigious title earned only by a small percentage of financial advisors. In order to be a CFP® professional, our advisors had to undergo rigorous testing, educational courses and commit to following the industry’s strictest standards of ethics. In order to remain CFP® professionals, our advisors are required to seek ongoing education and work in our clients’ best interest, always.

Q: What Does Fiduciary Mean?
A: Fiduciary refers to the legal obligation our advisors are under to work in our client’s best interest. As fiduciaries, we totally and completely align our advice and strategies with what we believe will be most effective in helping you reach and maintain your financial goals.

Q: I’m new to planning and investing. Will you help me learn what I need to know?
A: Yes, of course! We’re fairly unique in our industry because we work with those who are still building wealth, developing good financial habits and just starting their road to retirement savings. To learn more, view our Jumpstart Advice services.

Q: What’s the Benefit of Working With a Fee-Only Advisor?
A: Simply put, being a fee-only firm means we work exclusively for you. There are no outside pressures to sell certain products or services. No commissions, no hidden fees. Because our livelihood is made solely by the quality of advice we provide our clients, we can align ourselves 100% with you and your financial goals.

Q: What Do You Charge For Your Services?
A: We offer a wide range of services, with varying fee levels. Each fee structure can be found on our service pages.

Q: I’m Interested in Getting Started. What Are the Next Steps?
A: Great, we’re excited to get the ball rolling! To get started, simply schedule an appointment with our team or fill out a contact form to have us reach out.

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Affiliates

Custodians

We like flexibility. We know you have preferences. That’s why we work with several leading financial companies to serve as custodian, safeguarding your assets.

  • Schwab
  • TDAmeritrade
  • Fidelity

Investment Performance Portal

Capitect provides powerful portfolio management and performance reporting with dynamic, up-to-date data and charts. The easy access enables you to stay informed about your investments with views of individual and aggregate portfolios.


Document Storage Vault

NetDocuments stores your important documents in a private vault. No matter where you are, you can access this secure shared space whenever you need.


Financial Planning Portal

RightCapital is your financial plan in action. As the financial control portal, you can check account balances, budgets, loans, goals and more, all in a single glance. It enables you to see how one piece of your financial life affects the rest.



Advisors to Us

We firmly believe that outside advisors create value. It’s what we do for you. It’s what these leaders do for us.

Excited to Work Together?

Let’s Get Started