David Barfield
- CFP®
Datapoint Financial Planning
Canton, GA
Contact David
David can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
David specializes in
- Business Owner/Entrepreneur
- Military Member
- Technology Professional/Engineer
- Medical Professional
- Early Retirement
- Financial Independence
- Couples
- DIY
- Have Children or Dependents
Expertise
- Investment Analysis and Planning
- Portfolio Guidance
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- Financial Behavior and Wellness Education
- Life Event Planning
- Real Estate Planning
- Benefits and Compensation Planning for Employers
Pricing
$300 per hour: Quoted as a flat fee based on estimated hours to complete your project.
- Hourly Financial Planning: Expertise by the Hour, Value for a Lifetime. With Datapoint Financial Planning, you pay only for the advice you need, when you need it—ensuring that expert financial guidance is accessible to everyone.
- Only Pay For the Time You Need: Your financial goals are unique, so why pay for a one-size-fits-all plan? With Datapoint Financial Planning, you're in control, paying only for the targeted advice that suits your individual needs.
- No Asset Management Fees: Why should the cost of financial advice grow just because your portfolio does? At Datapoint Financial Planning, we've eliminated asset management fees to ensure that you keep more of your hard-earned money.
About
Datapoint Financial Planning offers hourly financial advice to individuals, families, and small businesses. Our clients come from all walks of life with varying levels of wealth, income, and investment knowledge.
We do not manage assets, but we do provide specific investment advice that is tailored to your unique circumstances. We will partner with you on implementing your plan and investment strategy as much as you need while allowing you to maintain control of your investment accounts.
As a fee-only firm, we do not receive any compensation other than the hourly fees you pay us directly. We do not receive any kickbacks from other professionals or commissions from product purchases resulting from our recommendations. There are no hidden fees of any kind. You simply pay for the time you need, by the hour. We find that an hourly model is the most transparent and fair pricing model as it compensates for time spent working directly with you, the client, rather than a fee based on something arbitrary, like the size of your investment portfolio, your net worth, or your income. And there are no minimums. For instance, if your plan takes ten hours to complete, your bill is for ten hours, or if you just need 45 minutes on the phone to help you execute a backdoor Roth conversion, your bill will be for 45 minutes. It's just that simple.
Most of our clients work with us initially to complete a comprehensive financial plan touching on all areas of their personal finances, such as retirement planning, education planning, insurance, estate planning, and investments. Then they reach out when questions arise or circumstances change or for an annual review to make sure they remain on track to achieve their goals.
Visit https://datapointfinancialplanning.com/ to learn more and to schedule a free consultation.