Financial planner
Calder Point
Calm fee-only financial planner site with planning areas, flat fees, a planner bio, blog notes and intro calls.
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Financial planner Professional services
Fieldstone Financial
Clean financial planner site on three pages with a pricing page, an intro call request form and a how it works section.
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How it works
Step 1
Free first call
Thirty minutes to understand your situation. No obligation.
Step 2
A clear proposal
A written scope with fees up front, so there are no surprise bills.
Step 3
Ongoing support
One named contact who knows your file and replies within a working day.
Why Missoula comes back
Fee only fiduciary
Legally required to act in your best interest.
No commissions
We never earn money from products we recommend.
Plain language
No jargon, just clear advice.
Every stage of life
Young families to retirees.
Fieldstone Financial in numbers
- years in Missoula
- 39
- average review score
- 4.9
- happy customers
- 9,800
Reviews
Rated 5 out of 5
“Helped us plan for our kids' college without stress.”
Omar Quinn
Family business in the Northside
Rated 5 out of 5
“Clear explanations of every decision.”
Sofia Price
Referred by a friend
Rated 5 out of 5
“Worth every penny for the peace of mind.”
Sam Baptiste
Founder, local shop
Questions people ask
What is a fiduciary?
An advisor legally required to act in your best interest.
Do I need a lot of money to work with you?
No. We work with clients at every level.
How are you paid?
Flat fees or a percentage of assets we manage. Never commissions.
Can we meet online?
Yes, by video or in our office.
Where is my money held?
With an independent custodian in your name.
Let us talk about your goals
A free thirty minute call to see if we are a good fit.
Live preview: links and menus work. Every word, photo and color can be changed after you start.
What is included
- 3 pages
- Home, Pricing, Intro call request
- Fonts and colors
- Manrope for headings, Manrope for textprimary #0f766esecondary #134e4aaccent #ccfbf1background #ffffffsurface #f2f7f6text #0f1c1bmuted #4a5c5a
- Good for
- financial planner, financial advisor, retirement planning, fiduciary, investing, minimal, missoula
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