Frequently Asked Questions

Will I pay Atlas, GPS, or Sherpa planning fees forever?

No. Our three planning tiers are designed to get you to a place where such intensive planning is not necessary. When you reach this point, you will be graduated to our Alumni planning tier and we will reduce our meetings to a single review meeting annually.
Can I move between planning tiers if needed?

Yes. We understand that circumstances change and that the most appropriate planning tier for your situation may change as well. If you feel you need to change your planning tier, please reach out to your Plandeavor advisor.
I've accumulated a significant amount of my company's stock. Can Plandeavor help me to diversify?

Of course! This is a frequent issue we see with workers in the tech sector. If prudent or requested, we will liquidate and diversify your overweight position in a tax efficient manner over time.
Does Plandeavor require a minimum investment to open an account?

No. However, its possible an individual investment may set it's own minimum investment requirement.
Do you offer in person meetings?

Yes! If you find yourself in the DMV, we welcome the opportunity to have an in-person meeting or simply grab a cup of coffee.
What is the answer to life, the universe, and everything?

42.