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About Time Financial Planning

Updated today

Total assets under management

$9,127,232

Total clients

13

0% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

13

Average account size

$702,095

Client services

Financial planning Portfolio management

Fee options

Fixed

Project-based financial planning engagements: Financial Snapshot and One-Time Plan fixed fee ranges from $3,600 to $8,800; Focused Question Consultation fixed fee ranges from $400 to $2,400

Other

Minimum fee: One-time upfront fixed fee ranging from $1,000 to $2,000; ongoing fixed fee ranging from $700 to $3,200 per quarter; for clients with net wealth above $5 million, ongoing quarterly fee is $5,000 Fee-only: Fixed fees only; no commissions or other sales-related compensation

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

About Time Financial Planning

Rochester NY, United States

Number of offices

1

Advisors at this firm

Kathryn K

CFP®

Rochester, NY

About Time Financial Planning

At About Time, we believe that everyone deserves financial empowerment. We give people an affirming space to talk about money and the support they need to make empowered money decisions so they can reach financial freedom and live their fullest lives. I love helping independent, high-earning folks think through what’s best for your life and family – decoding our needlessly complex financial system into something you can actually understand. I am: --Flat Fee, Fee-Only: Transparent pricing with no commissions, no asset minimums. Fiduciary. --Values-Aligned & Impact Driven: We can help you explore socially conscious financial decisions that reflect your values and goals - including sustainable (SRI, ESG) and community impact investing, and values-aligned spending and giving. --Built for You: Everything we do is designed around the unique planning needs of physician families, small business owners, and LGBTQ+ couples - savvy tax-saving strategies, exploring a career pivot, student loan repayment options, self-employed retirement & insurance, budgeting for fertility costs and childcare, protecting your family, home buying vs. renting and more. --Relatable & Affirming: I focus on working with women, gender-expansive folk, and families like yours so I can share the collective wisdom gathered from all of us. I welcome you to bring your whole self. I will meet you where you are and provide financial clarity and peace of mind. --Clear & Efficient: I'll explain your financial options in jargon-free terms, encourage questions, and help you make informed, empowered decisions about your financial future. I'll take as much off your plate as possible and simplify the rest so you can spend time living your fullest life. Diversity, Equity, Inclusion and Justice Commitment: We foster a just and inclusive culture with a safe and affirming environment for all people. We welcome clients of all backgrounds, respect intersectional identities and use our privilege to amplify underrepresented voices and challenge inequitable systems. We acknowledge that racism and patriarchy have shaped the American financial system and strive to change the status quo through intentional action. We seek accountability for our actions and embrace mistakes as opportunities for repair and growth. We recognize that doing this important work is a continuous effort that we commit to pursue.

ESG / Sustainable investing Doctor or Medical Professional LGBTQIA Gen Y/Millennials (Born 1980-1995) Women Professionals
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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