
Allen Mueller, CFA, MBA
Question | Answer | allen@7saturdaysfinancial.com |
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Niche |
My ideal client is a busy professional or family in their 30's to 50's who wants to achieve early financial independence. They want the option to stop trading their trading their time for money, and they don't want to be required to hand over their life savings in order to get a financial plan. Typically, they have researched FIRE and started planning but would like a professional to help optimize their plan and uncover planning opportunities or portfolio refinements they may be missing. They are either in the DFW area or are comfortable using technology to meet virtually. |
Do you sell insurance products or annuities? | No |
How do you make money? | I am a flat-fee, fee-only firm. |
Offerings, pricing structure, and AUM |
My firm is flat-fee to align price with service provided (not portfolio size) and to eliminate the conflicts of interest of legacy fee models.
Limited Engagements - One-time plan $4,500 Portfolio review $950 Ongoing Guidance - Advice-only $4,200/year + $1,500 one-time onboarding Advice + Investment Management $5,400/year + $2,000 one-time onboarding" |
Percentage of clients pursuing FIRE | 50% to 75% |
What they want you to know. | I've been a member of the FIRE community for 10 years and it inspired me to become a financial planner. I love helping others achieve FI so they can quit trading time for money and pursue what's truly important to them. |

Cody Lachner, CFP®
Question | Answer | cody.lachner@bbkwealth.com |
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Niche | I work with outdoor-enthusiasts & outdoor-lovers on the path to Financial Independence. Primarily those within 15 years of FI or already financially independent who want a second opinion. |
Do you sell insurance products or annuities? | No |
How do you make money? | Flat planning fees |
Offerings, pricing structure, and AUM |
Full financial planning - $500/mo.
2nd opinion Portfolio Review - $1,500 |
Percentage of clients pursuing FIRE | 75% or more |
What they want you to know. | N/A |