Frequently Asked Questions
Independent Advice from a Local Professional
When can I get started?
We are by appointment only, 8am - 8pm, 7 days a week.
You can schedule online or give us a call at 541-583-0093.
What should I expect from a free initial consultation?
The goal of our initial consultations is to get to know you and your needs better to seeif our services fit. They are confidential, no-obligation, and are not high-pressure.
During this 30-minute session, we’ll discuss your goals, priorities, and any immediate concerns, whether they relate to investments, planning, or insurance. We’ll also introduce T. Mann Financial’s planning philosophy and the services we offer so you can decide if we’re the right partner for your financial journey.
How much does it cost to see a financial planner?
Initial consultations are 100% complimentary!
After that it depends on the service you select, prices are posted on the services page.
To schedule a complimentary consultation, click here.
What is a Financial Plan?
Financial planning is the long-term method of carefully managing your finances so you can achieve your life's goals and dreams, while at the same time navigating the financial challenges that arise in every stage of life. In order to create an effective plan, your current financial health should be reviewed. Goals are then set to analyze and evaluate your plan in the future. Monitoring the plan on an ongoing basis, and developing an action plan, are essential in order to make necessary adjustments to reach your goals.
What is Financial Literacy?
"Personal finance describes the principals and methods that individuals use to acquire and manage income and assets. Financial literacy is the ability to use knowledge and skills to manage one's financial resources effectively for lifetime financial security."
Are you a financial advisor in Springfield or Eugene?
Yes, Todd was born and raised in Springfield Oregon and currently resides here.
What services do you offer Lane County clients?
We offer financial planning, wealth management, insurance services throughout Oregon, including residents of Lane County.
Do you ever meet clients in person in the Springfield-Eugene community?
Yes, it's sometimes possible, but we like to set the expectation that the vast majority of our communications will be via Zoom, phone, and email. We find this to be the most efficient and effective way to support our clients. If you need a lot or exclusively in-person service, we are likely not a good fit for you.
Have Questions?
